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

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner, CFP®
  • Masters of Business Administration
  • Chairman's Advisor Council
  • Private Wealth Advisory Practice

Education

  • Thunderbird Graduate School of International Management; MBA in Finance and Marketing; 1984-1986
  • University of Minnesota- Duluth; Computer Science, Math, French, and a minor in Business; 1980-1984

Interests

  • Spending time with my family
  • Traveling
  • Tennis

Community participation

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.

Awards & recognition

  • Barron’s®ranking of Top 100 Independent Financial Advisors, 2009-2018
  • Financial Times 400 Top Financial Advisers, 2015, 2017, 2018, 2019 & 2020
  • Forbes Best-in-State Wealth Advisors, 2018, 2019 & 2020
  • Barron’s Top 1,200 Financial Advisors, 2018, 2019 & 2020
  • Forbes Top Wealth Advisors, 2019 & 2020

Honored to receive industry recognition

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!

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.