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

  • Investments
  • Charitable Giving
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
18
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

Interests

Most of my interests involve the great outdoors. On a day to day basis I enjoy biking or running with my wife Stephanie or playing outside with our two sons and their dogs.

Each year my wife and I try to make at least one big goal and it often involves doing something outdoors. In recent years most of our goals have involved doing at least one 100+ mile cycling event. In 2019 I decided to try something a bit bigger and I signed up for an Ironman event. Thanks to a lot of planning, training, and support from my family, I successfully finished the Louisville Ironman in 10/2019.