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 Planning Strategies
  • Small Business
  • Divorce Financial Planning
  • Saving for Education
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options
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

Interests

  • Two daughters, Morgan and Amber
  • I enjoy, skiing, hunting, travel, riding ATVs and fine wine.
  • Avid Wisconsin Badger and Colorado Avalanche fan

Community participation

We are proud to be supporting our community through sponsorship of the following: .

*Sponsor of Vintage and Vibrant, The Senior' Council of Douglas County, Colorado. Spring 2018

*Sponsor for the 2011-2017 Town of Parker Carriage Parade

*Support for Challenge To Excellence Charter School

*Sponsor for the 2015 Challenge to Excellence Fun Run

* Ponderosa High School Winter Sports program 2011/2012

* Ponderosa High School Summer Sports program 2012

Awards & recognition

  • Ameriprise Circle of Success, 2007,2009, 2013
  • Protect. Grow. Give., RiverSource Life Insurance Company, 2012, 2013, 2014, 2015
  • Escalade Financial Partners, Ameriprise Client Experience Award, 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.