Advisor profile

What you can expect when you work with me

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.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Retirement Plan Distribution
  • Insurance

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021

Community participation

I am the current President of the Ramsey Elementary School PTO.

Interests

My Family - daughter Josephine (Josie), son John (Johnny), our two dogs Maple and Gizmo.

My interests include any kind of outdoor adventure with my family, camping in our RV, hiking, biking, canoeing, fishing and golfing. In the winter, you can find us outside cross-country skiing, snowshoeing, snowboarding or sledding.

My photos

1 albums
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