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

  • Business Retirement Plans
  • Investment Management
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Planning Strategies
26
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A. in Business with a concentration in Finance-Augustana College- Rock Island, Quad Cities Il
  • B.A. in Sociology-Augustana College- Rock Island, Quad Cities Il

Interests

  • Spending time w/my beautiful wife Jacolyn & daughter Reese
  • I stay active with running,boxing and golf
  • Cooking is another passion especially BBQ
  • Travel

Community participation

  • Current Board Member of Shelter Care Ministries of Rockford
  • Cosmopolitan Club a service club committed to fighting Diabetes
  • Rockford Area Chamber of Commerce
  • Former Board member on the Epilepsy Foundation of Northern Illinois

Awards & recognition

  • Ameriprise Circle of Success, 2011

Previous experience

  • Smith Barney Second Vice President- Retirement Plan Consultant, January 1994- February 2009