Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Saving for Education
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Insurance
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
26
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
  • MBA, Aurora University

Education

  • B.S. Finance, Illinois State University, Normal IL 1995
  • B.S. Agri-Bus/Horticulture, Illinois State University, Normal IL 1995
  • M.B.A., Aurora University, Aurora IL 2004

Interests

  • Spending time with my daughters
  • Historic building renovation
  • Boating
  • Auctions and garage sales
  • Landscaping

Community participation

Our team has volunteered annually at the Northern Illinois Food Bank in conjunction with Ameriprise National Day of Service. Sorting and packing food for hungry families in our community.

We have also volunteered at Habitat for Humanity, helping in the construction renovation of homes.

  • Northern Illinois Food Bank
  • Habitat for Humanity

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2017
  • Premier Protection Award, Riversource Insurance, 2013