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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Chartered Retirement Planning Counselor SM
  • Member, Financial Planning Association
  • Master of Business Administration
  • Bachelor of Science Degree

Education

  • M.B.A., 1990, Finance, DePaul University, Chicago, IL
  • B.S., 1983, Electrical Engineering, University of Illinois, Urbana, IL

Interests

  • Much of my time is focused on family and community activites
  • Lisa and I have have three children: Ben, Andrew, Evie
  • Our family enjoys time at our family cabin in Mercer, WI
  • We enjoy hiking, biking, skiing, & other outdoor activities

Community participation

My community involvement centers on our families' local activities, and expands to include areas that are also important to my clients. Examples of my client's various causes and charities that I have invested time and money over the past year include:

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2014

Previous experience

  • Business Development Manager - Motorola, 1983-1996

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.