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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33
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
  • Estate Planning Strategies
  • Family Finances
  • Small Business
  • Saving for Education
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, Series 63 and 66, and Series 24. Life, Health, Variable Annuties.

Education

  • B.A., Luther College, Decorah IA 1991 Major: Business Mgmt Minor: Economics

Awards & recognition

  • Ameriprise Client Experience Award, 2022-2023
  • Five Star Wealth Manager, 2014, 2024

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

  • Since my son Parker had a liver transplant in 2001, I have been volunteering to promote awareness about organ donation. I have volunteered with The American Liver Foundation, Community Health Charities, UNOS and LifeSource.

Interests

  • I enjoy downhill skiing, boating, running, hiking, camping, traveling, volunteering, and supporting non-profits.
  • I especially enjoy spending time with my wife Beth, our combined six children, and our four grandchildren.

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.