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
41
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
  • Retirement Income Strategies
  • Small Business
  • Intergenerational Planning
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • FINRA Series 6, 7, 22, 24, 51, 63, 65
  • Life & Health Insurance

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • White and Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Five Star Wealth Manager, 2012-2014, 2016-2023
  • Ameriprise Circle of Success, 2001-2003, 2005, 2007, 2009, 2011, 2013, 2015-2022
  • Ameriprise Circle of Success Hall of Fame, 2006
  • Ameriprise Circle of Success Diamond Ring, 2000
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2002-2016
  • Barron’s Top 1,000 Financial Advisors, 2009-2012

Honored to receive recognition

I have some good news to share — I’ve won the 2023 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.

Community participation

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.

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.