Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies
27
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, 2020
  • Ameriprise Circle of Success, 2006-2018
  • Ameriprise Diamond Ring Club, 2006
  • Ameriprise Hall of Fame, 2017