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
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Domestic Partner Planning
  • Business Retirement Plans
  • Intergenerational Planning
  • Charitable Giving
25
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
  • FINRA Series 7, 63, ,65, 66
  • Life & Health Insurance

Education

  • Purdue University BA, Economics
  • London School of Economics and Political Science General Course, Economics

Interests

My family and I love to travel! We enjoy drives along the North Shore, or the tranquility of the Caribbean sea. Each year we take the kids to a fun place; last year Banff, Canada. I enjoy biking through southern Minnesota. I believe in giving back to the communities in which I live. I volunteer at my sons’ school and support the St. Paul Children’s Hospital. When I’m not attending a soccer or basketball game, I can usually be found on my deck reading a book. If I’m really feeling patient, you might find me out chasing the little white ball around (golf!). Life is great.

Community participation

  • Support Children's Hospital Association

Awards & recognition

  • Ameriprise Circle of Success, 2019
  • Five Star Wealth Manager, 2014-2019