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
  • Employee Stock Options
  • Small Business
  • Women's Financial Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
18
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℠
  • AAMS® Accredited Asset Management Specialist℠
  • CFS® Certified Fund Specialist
  • Series 7 & 66 Securities Licenses and Life & Health Insurance License

Education

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

Interests

  • I enjoy being active through mountain biking, hiking and sports.
  • My wife and I enjoy 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.

Community participation

  • Financial Planning Association - Board of Directors
  • BestPrep - Board of Directors 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

Awards & recognition

  • Five Star Wealth Manager, 2012-2020
  • Ameriprise Circle of Success, 2007, 2012, 2018, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Previous experience

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