Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Business Retirement Plans
  • Investment Management
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Planning Strategies
27
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℠
  • Series 7 - General Securities Representative Examination
  • Series 9 - General Securities Sales Supervisor - Options Module Examination
  • Series 10 - General Securities Sales Supervisor - General Module Examination
  • Series 65 Uniform Investment Adviser Law License
  • Series 31 - Futures Managed Funds Examination
  • State of Illinois Life, Accident and Health and Variable Contracts License
  • Series 63-Uniform Securities Agent License

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