Advisor profile


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

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
16
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℠
  • FINRA Series 7 License
  • FINRA Series 66 License
  • WI State Insurance License

Education

  • BA, Economics, University of Wisconsin - Madison
  • College for Financial Planning

Interests

  • Spending time with my wife, family, and friends
  • University of Wisconsin Athletics
  • Canadian Fishing Trips
  • Destin, FL & other travel

Community participation

  • Junior Achievement Volunteer

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2020

Professional associations

  • Life Member - Wisconsin Alumni Association