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.

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

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Small Business
  • Women's Financial Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • Series 7 & 66 Securities Licenses and Life & Health Insurance License


  • Bachelor of Arts: Finance + Accounting Minor, Augsburg University - Minneapolis, MN
  • Bachelor of Arts: Business Administration & Economics, Augsburg Unversity - Minneapolis, MN
  • Master of Business Administration, Augsburg University - Minneapolis, MN

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Five Star Wealth Manager, 2012-2024
  • Plank, Auerbach & Associates, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Ameriprise Circle of Success, 2007, 2012, 2018, 2019, 2020, 2021, 2022, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018

Previous experience

  • District Manager, Ameriprise Financial, 2004 - 2007, Edina, MN
  • Sales Manager, Best Buy Inc, 1999 - 2002, Richfield, MN

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2024 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

  • Financial Planning Association - Board of Directors (2019-2021), Treasurer (2021)
  • BestPrep - Board of Directors (2013-2023) and Volunteer Speaker - Career, Business and Finance
  • FPA of Minnesota - Past President, Board of Directors
  • Junior Achievement of MN - Volunteer Teacher
  • Prepare + Prosper - Volunteer, Financial Education
  • NLC Finance Committee - Volunteer Member


  • I enjoy being active through mountain biking, hiking and sports.
  • My wife & I enjoy spending time with our children, traveling to new places and spending time with family & friends.
  • I find it rewarding to volunteer and provide financial education in our community.
  • I have a passion for life-long learning, within and outside of my profession.

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.