Advisor profile


The advantages of working together online

 As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com, or contact me for help getting started.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies
28
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science 1993 University of WIsconsin Green Bay

Interests

My wife Tania and I have 3 children: Brandon, Tyler, and Courtney. I enjoy spending time with my family, golfing, playing tennis, coaching soccer, and cheering for the Green Bay Packers and the Wisconsin Badgers!

Community participation

I'm a member of the Marshfield Area Chamber of Commerce and Industry and Marshfield Youth Soccer Association. I help out with organizations such as United Way, Hannah Center, Salute a Soldier, and help sponsor many other community events.

Awards & recognition

  • Ameriprise Circle of Success, 2006 - 2020
  • Ameriprise Diamond Ring Club, 2006
  • Ameriprise Hall of Fame, 2017
  • Forbes Best-in-State Wealth Advisors, 2021

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.