Advisor profile


What you can expect when you work with me

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.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Small Business
  • Estate Planning Strategies
  • Investments
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • AWMA℠ Accredited Wealth Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS, Business Administration, University of Wisconsin Stevens Point 2002

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Ameriprise Circle of Success, 2017-2022
  • First Choice Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024

Honored to be recognized in Forbes

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

My wife and I enjoy spending time helping to develop and support our community. We participated in the Lake Pacawa 5k this year and have been participating in the Swing Against Cancer for the last 4 years.

Interests

I enjoy spending time with my wife Leigh and our children Evalee and Emmett. I also enjoy the outdoors and get out hunting, fishing and golfing when time allows. You may even find us boating on the Wisconsin River on a sunny afternoon.

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.