Advisor profile


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  • Track your goals and progress
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  • Transfer funds, and much more
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25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Employee Stock Options
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Macalester College - Bachelor of Arts
  • University of Montana - Master of Science

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  • Meridian Wealth Advisors, Ameriprise Client Experience Award, 2021

Community participation

Here are the organizations we've supported this year:

Interests

I enjoy spending time with my kids, playing games, biking and hiking, cooking and baking, reading (especially economic history), and travel.

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.