Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Science Degree: Education, Nebraska Wesleyan University
  • Master of Arts Degree, University of Nebraska at Omaha

Awards & recognition

  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024

Honored to receive recognition

I’m excited to share that Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Volunteer of the Year - Bennington Public Schools Foundation, 2020

Interests

    I spend a lot of time coaching my kids' sporting activities, and I enjoy spending time with my family when I am not working or coaching.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.