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

  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • Degree in Finance and Economics,University of Northern Iowa, Cedar Falls IA
  • Minor degree in Real Estate Management, California State University, Chico

Interests

cross country road biking, lots of travel when time permits

Community participation

Cedar Falls City Council