Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Domestic Partner Planning
  • Saving for Education
30
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • A.A., Business Management, Winona Area Technical Institute

Interests

I have worked in the financial industry for 29 years and truly enjoy helping my clients achieve their goals. I specialize in helping clients transition from their work life into retirement. I also provide leadership to other advisors in our organization.

I have four children: Sophia, Grace, Nicholas and James and reside in Mankato, MN with my wife Mary. My family and I enjoy spending time together as well as being active in the community. My other hobbies include golfing, traveling and fishing.

Community participation

I am involved with many local community and chamber of commerce events.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2014, 2017-2022
  • Financial Times 400 Top Financial Advisers, 2017, 2019, 2020
  • Ameriprise Circle of Success, 2000-2014
  • Ameriprise Diamond Ring Club, 2010

Professional associations

  • Austin Area Chamber of Commerce, Member

Previous experience

  • Ameriprise Private Wealth Advisor, 2013-Present
  • Ameriprise Franchise Consultant, 2009-2012
  • Ameriprise Financial Advisor, 1994-2013
  • Ameriprise District Manager, 1996-2000

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.