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
  • Estate Planning Strategies
  • Small Business
  • Saving for Education
  • Charitable Giving
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant

Education

  • University of Minnesota 1993 BS in Applied Economics

Interests

  • Boating activities with my family on the river
  • Golfing, biking

Community participation

  • Faith Lutheran Church - Council Member
  • Wabasha Rotary - Past President and current member
  • Great River Homes, Inc. - Past Board Member

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Honored to receive recognition

I'm honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it's my name on this award, it would not have been possible without the continued trust clients like you and a team that's dedicated to providing the best possible service.

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.