Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Minnesota, BS Economics, Minneapolis, Minnesota

Awards & recognition

  • Ameriprise Circle of Success, 2023, 2022, 2021, 2019, 2013, 2011
  • Five Star Wealth Manager, 2012 - 2023

Community participation

  • Past President of Chisago Lindstrom Lakes Association
  • Past Board Member Chisago Lakes Sportsman's Club
  • Washburn County, WI Citizen Lake Monitoring Volunteer

Interests

  • Hunting
  • Fishing
  • Downhill skiing
  • Waterskiing
  • Cross-country skiing
  • Snowshoeing
  • Forestry
  • Making maple syrup
  • Camping
  • Jogging