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
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution
37
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℠
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 6, 7, 22, 24, 51, 63, 65
  • Life & Health Insurance

Interests

  • I enjoy boating on Lake Minnetonka with those that are closest to me.
  • Traveling the World brings me cultural insight and appreciation.
  • I am fond of my Rottweiler, Skyla.

Community participation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Five Star Wealth Manager, 2012-2014, 2016-2020
  • Ameriprise Circle of Success, 2008-2018
  • Ameriprise Hall of Fame, 2006-2018
  • Ameriprise Diamond Ring Club, 2000-2018
  • Ameriprise Chairman's Advisory Council, 2002-2016
  • Ameriprise Exceptional Client Service Award, 2014
  • Barron’s Top 1,000 Financial Advisors, 2009-2012
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2012

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.