Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Retirement Income Strategies
  • Investment Management
  • Charitable Giving
  • Family Finances
  • Saving for Education
7
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℠
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Biology - University of South Dakota, 1997
  • BS, Computer & Information Systems - Minnesota State - Mankato, 2000

Interests

  • Spending quality time with family and friends
  • Recreational activities including: Hunting/Fishing, Softball, Golf

Community participation

    • Member of the Marshall Area Chamber of Commerce
    • Member of the Marshall Downtown Business Association
    • Sponsor of Marshall Area Fine Arts Council
    • Volunteer for United Community Action Partnership
    • Member of the Marshall Area Financial Empowerment Collaborative
    • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.
  • * As of Oct. 28, 2015,Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Professional associations

  • Tracy Area Medical Foundation Board
  • Marshall Area Chamber of Commerce