Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Social Security Retirement Benefits
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AEP® Accredited Estate Planner®
  • APMA® Accredited Portfolio Management Advisor℠
  • REBC® Registered Employee Benefit Consultant®
  • RHU® Registered Health Underwriter®
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination

Education

  • Bachelor's of Science, Aerospace Engineering, Iowa State University '91

Interests

In my free time, I enjoy spending it with family and friends. I love it when I can get in a round of golf with my two sons, Austin and Dalton. Austin is a graduate of the University of Nebraska-Lincoln and Dalton graduated with honors from the University of Nebraska. Both are following in the footsteps of me and my father as third generation financial advisors with Ameriprise Financial.

Community participation

  • Elkhorn Public School Foundation - Past Board Member

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Ameriprise Chairman's Advisory Council, 2021
  • Ameriprise Circle of Success, 2008-2011, 2014-2017, 2019-2020

Professional associations

  • Financial Planning Association
  • Society of Financial Service Professionals
  • National Association of Estate Planners and Councils
  • Omaha Estate Planning Council
  • National Association of Charitable Gift Planners
  • Nebraska Partnership for Philantropic Planning

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

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.