Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Women's Financial Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Finance (Investment Analysis Emphasis) Minnesota State University, Mankato 2009
  • Minor Accounting Minnesota State University, Mankato 2009
  • Minor Economics Minnesota State University, Mankato 2009

Awards & recognition

  • Five Star Wealth Manager, 2019

Previous experience

  • Operations Leader, Private Wealth Practice, Ameriprise Financial, 2017 - 2019
  • Franchise Development, Ameriprise Financial, 2015 - 2017
  • Sr. Sales Manager, Ameriprise Financial, 2012 - 2015
  • Ameriprise Advisor Center Advisor, Ameriprise Financial, 2010 - 2012
  • Paraplanner, Private Wealth Practice, Ameriprise Financial, 2007 - 2010

Community participation

Interests

Live entertainment of all forms!... sporting events, music concerts, travel, block parties, playing cards with the guys, happy hours, plays, musicals, symphony orchestra... you name it! I recently completed a half Ironman event and now, training for a full Ironman. I enjoy a healthy and active lifestyle and believe this is the first step to financial success. My mission is to lead and serve more families, through the certainty of uncertainty. I would love the opportuntiy to serve your family!

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.