Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Interests

I have had the pleasure of working in the Financial Services Industry for the past 25 years. I truly enjoy the endless challenges, opportunities and learnings the industry offers and the opportunity to help our clients achieve their personal goals.

I enjoy spending time with our family and friends, watching all Minnesota sports teams, biking, racquetball an occasional round of golf, live music, theater and working in the yard.

Community participation

Current Board Positions:

Owatonna Foundation - Trustee

Catholic Education Memorial Foundation (CEMF)

Past Board Positions:

St Mary's School Board - Chair

Economic Development Authority (EDA - Chair

Owatonna Arts Center

Young Life Adult Committee

St Mary's Knight of Knights Committee

Community Memberships:

Owatonna Country Club

Owatonna Knights of Columbus

St Joseph's Catholic Church

Awards & recognition

  • Ameriprise Circle of Success, 2005-2008, 2011-2012
  • Ameriprise Diamond Ring Club, 2011

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.