Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
  • Charitable Giving
  • Saving for Education
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Nebraska - Lincoln - BS 1989

Interests

Spending time with my family.

Spending time outdoors boating, fishing, hunting and camping.

Exercise and physical fitness.

Traveling

I enjoy continuing my education on Christian principles of financial stewardship.

Community participation

  • Father/Son Spring Retreat
  • Father/Daughter Valentines Banquet
  • Rejoice Ministries Board of Directors
  • Small Group Bible Study Facilitator
  • Coached YMCA and AYSO Soccer, Basketball and Baseball
  • Youth Personal Life and Situational Mentor

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020, 2021
  • Ameriprise Circle of Success, 2008 - 2020
  • Ameriprise Diamond Ring Award, 2011

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Foundation Wealth Advisors team. This achievement would not have been possible without you.

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.