Advisor profile

My approach

Our unique and collaborative Dream > Plan > Track >®approach to financial planning starts with your dreams -not just the numbers. When we work together, my first focus will be to learn more about your financial, personal, and professional aspirations. I will take this information and leverage my financial planning experience to present you with a customized plan.

Building and then managing a financial plan is an ongoing, collaborative experience. I believe in regularly checking-in with you to ensure I am tracking progress against your plan and making adjustments if necessary. I love working with my clients in-person, but I know flexibility and access are important. Therefore, I also offer virtual meetings, which combine the ease of telephone and webcam communication.

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
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Executive Compensation and Benefit Strategies


  • BFA™ Behavioral Financial Advisor
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™


  • University of Wisconsin-Madison, Bachelor of Science-Consumer Science, 2004

Awards & recognition

  • Five Star Wealth Manager, 2014-2016 and 2018-2023

Next Steps

Please call my assistant, Elizabeth, at 651.256.6006 or email today if you would like to schedule a complimentary call or meeting to discover more about us and learn how we can help you work towards your financial goals.

Community participation


When not working, I enjoy spending time with my wife, Alyssa, and our sons, Ethan and Levi. They sure keep us busy!

Additionally, we like to get out and try the many great restaurants the Twin Cities has to offer and plan our next adventure/vacation together. A few of my favorites have been Moorea, Mackinac Island, and Scottsdale.

I am also very active and involved in our local community. I am a charter member and Past President of the Eagan Kick-Start Rotary Club.

Finally, whenever I get the chance, you may find me on a golf course, fishing, or rooting on my alma mater, the Wisconsin Badgers!

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.