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

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances
  • Tax Planning 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
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Minnesota - Carlson School of Management, B.S. Finance and Economics, 1996

Interests

  • I enjoy spending time with my family including my wife(Lisa), and three boys(Cole, Zach, and Gavin).
  • I also enjoy serving at church, exercising, fishing, golf, football, and fantasy baseball.

Community participation

  • We are active members of the Shakopee Campus of River Valley Church (www.rivervalley.org), serving in the children's ministry, welcome center, local service projects, and prayer ministry.
  • I regularly spend time doing local service projects with organizations such as Feed My Starving Children (www.fmsc.org) and Loaves and Fishes (www.loavesandfishesmn.org).
  • I am an active volunteer with the Shakopee Community Assistance (www.sca-mn.org)

Awards & recognition

  • Five Star Wealth Manager, 2012-2020
  • Ameriprise Circle of Success, 2014, 2016, 2017, 2019

Professional associations