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
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelor's Degree - University of Minnesota Carlson School of Management

Interests

My wife Lisa is a physician's assistant employed by the Minneapolis Clinic of Neurology. We have one child; Madeline More who will turned 3 years old last October 14th. We live in a house in Golden Valley; we have been here 3 years after 5 years of condo living in downtown Minneapolis.

Most of our fun time is spent playing with Maddie, but we enjoy going to Vikings and Gopher football games with grandma as well as some concerts around the metro. When I'm not working or enjoying time in Minnesota, I travel to see my sister/brother/nieces/nephews who are located in Wisconsin and Indiana.

Community participation

Life Member of University of Minnesota Alumni Association (www.minnesotaalumni.org)

Member of Pheasant's Forever: The Habitat Conservation Organization (pheasantsforever.org and minnesotapf.org)

Awards & recognition

  • Premier Protection Award RiverSource Life Insurance, 2014
  • Five Star Wealth Manager, 2015, 2016, 2017, 2018

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.