Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving




  • University of Northern Iowa, Bachelor of Arts

Community participation

Habitat for Humanity 2022
Habitat for Humanity 2022

Bike MS 2007 - 2018. 2 day cycling event every September in New Bern North Carolina. We ride to fight MS & raise funds for the Multiple Sclerosis Society.

National Day of Service at the Food Bank of Central & Eastern North Carolina every November


  • Cycling is one of my passions & I have enjoyed competing in events all over the country. My favorite events are the Beech Mountain Metric in North Carolina and RAGBRAI, a 500 mile annual bike ride across the state of Iowa.
  • My family and I enjoy traveling together, especially to Austin, Texas & Spain.
  • My wife, Dana, also works at Ameriprise and recently celebrated her 2o year anniversary in 2018.
  • We have two beautiful daughters, Grace (18) and Ava (15). Grace is a swimmer and will attend Appalachian State in the Fall of 2018. Ava is our runner and competes in Cross Country and Track at Holly Springs HS.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.