Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
26
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