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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
22
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℠
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelor of Science, Oceanography
  • United States Naval Academy, Annapolis, Maryland

Interests

  • As a family, we enjoy traveling, camping, and being outdoors.
  • I enjoy South Dakota in the fall, chasing pheasants with my dog Sage.
  • I am a Naval Academy graduate, B-52 Instructor Navigator, and Honorably Discharged Veteran.
  • In the winter months, I enjoy a good historical book and working on puzzles.

Community participation

Foster parent.

Member of Beresford Athletic Booster Club and Beresford Housing and Redevelopment Corporation.

Past and present member of various civic and church boards.

I enjoy volunteering when I can to make life in small town America a better place.

Awards & recognition

  • Ameriprise Circle of Success, 2007 - 2009, 2011 - 2012, 2014, 2016 - 2020
  • Forbes Best-in-State Wealth Advisors, 2020

Honored to be recognized in Forbes

I'm proud to announce that I'm one of Forbes' Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I'm honored that Forbes chose to recognize me - Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I'd like to thank my hard-working team and our loyal clients for making this recognition possible!