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

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Cash Flow Management Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 6
  • FINRA Series 7
  • FINRA Series 63

Education

  • Bachelor of Arts, 1968, Business Adm.& Economics; Doane College Crete,NE
  • Colorado School of Banking, 1974, University of Colo. Boulder,CO

Interests

Enjoy bicycle trail riding, kayaking, cross country skiing, scout camps with my grandsons, the arts, humanities, architecture & history. I had the privilege of learning the story of many voices, participating & re-enacting the Expedition of Lewis & Clark and their Corp of Discovery-- following the journey on exact timeline 200 years ago---Commemorating this Bicentennial.

Community participation

  • Oakland Community Development Corp. , president/ non-profit community development
  • Oakland Progress Corp., board member/ non-profit community housing
  • Oakland Swedish Heritage Center, board member/ history & culture of Oakland
  • Friends of Oakland Foundation, board member/ non-profit foundation for betterment of Oakland
  • Lewis & Clark Trust, board member/non-profit in cooperation w/the L&C National Historic Trail
  • Oakland Memorial Hospital past board member,treasurer/ community hospital
  • Logan East Rural Water Distirct, one of the founding board members of this rural water district

Awards & recognition

  • Ameriprise Mercury Award, 1982

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc, 1981 to present
  • Vice President & Loan Officer F&M Natl.Bank Oakland,NE & Pender State Bank Pender, NE, 1971 TO 1980
  • 1969 TO 1971 US Army SP4 NATO Brunssum, the Netherlands, 1969 to 1971