Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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


  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health


  • BS Business Administration, University of Nebraska, Lincoln, NE 1984
  • Certified Financial Planner, College for Financial Planning, Denver, CO 1993
  • Chartered Financial Consultant, The American College, Bryn Maur, PA 2003

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • CIO Wealth Strategies, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • CIO Wealth Strategies, Ameriprise Client Experience Award, 2021-2023


We are an active family who enjoy travelling and being outside whenever possible. We also enjoy hosting cookouts and gatherings for extended family and close friends.

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.