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 Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Domestic Partner Planning
  • 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™ 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 26 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, 2018, 2019
  • 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.