Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
11
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
  • Investment Management
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

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

Awards & recognition

  • Van der Hagen, Skogrand & Associates, Ameriprise Client Experience Award, 2021-2023

Professional associations

  • Board Member - City of Marshall Planning Commission
  • Vice President - Countryside Golf Club

Community participation

    • Supports Prairie Home Hospice & Community Care
    • Supports Lyon County First Responders
    • Supports Marshall Area Hockey Association
    • Supports Marshall Area YMCA

Interests

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