Advisor profile


My approach

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Agriculture Education 1978
  • University of Wisconsin-River Falls
  • River Falls, Wisconsin

Interests

  • I spend summer weekends at the lake

Community participation

I'm on the First United Methodist Church Endowment Foundation Board of Trustees

Awards & recognition

  • Ameriprise Circle of Success, 2013-2014, 2016-2019
  • Forbes Best-in-State Wealth Advisors, 2019,2020
  • Financial Times 400 Top Financial Advisers, 2020