Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Charitable Giving
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.A., Finance and Management - Wartburg College, 2002

Interests

  • I enjoy golfing and softball during the summer.
  • I spend one week every fall in Canada enjoying the outdoors
  • Married: Wife, Ashley
  • Children: Ryland and Raegan
  • I have two dogs, Libby and Sydney

Community participation

Awards & recognition

  • Protect. Grow. Give.® , RiverSource Life Insurance Company, 2013
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2011
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2018, 2020

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.