Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

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

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.