Advisor profile


My approach

I relate financial planning to physical exercise. It's common to make a New Year's resolution to exercise more and get in better shape. It's also common for that resolution to fizzle out as motivation wanes. Physical health is extremely important, but it is still hard to have the discipline or to make the behavioral changes to be consistent. Your financial health is the same. I believe that being consistent and having a disciplined approach is critical to long-term success and quality of life. I want to help provide that discipline and consistency for my clients.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Insurance
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Employee Stock Options
  • Women's Financial Strategies
23
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™
  • Life, Health and Variable Annuity License
  • FINRA - SERIES 7, 63

Education

  • BS Bachelor of Science
  • Finance & Insurance/Risk Management
  • Carlson School of Management, University of Minnesota - Twin Cities, 1995-1999

Interests

  • Playing, watching, and coaching sports -- can't get enough!
  • Date night with Bec, game night with friends, and poker night with the guys.
  • Golf, travel, and exercise.

Community participation

  • Volunteer, Delano Youth Baseball/Softball Association (DYBSA)
  • Volunteer, Delano Area Youth Hockey Association (DAYHA)
  • Volunteer, Feed My Starving Children (www.fmsc.org)

Awards & recognition

  • Ameriprise Circle of Success, 2012
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2011 & 2012

My Core Values.

  • Health
  • Integrity
  • Helping Others

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.