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
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
12
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℠

Education

  • Masters of Science, Colorado State University 1994-1996
  • Bachelor of Science, State University of New York at Brockport 1983 - 1987

Interests

  • Hiking
  • Milwaukee Brewers
  • Green Bay Packers
  • Attending my children's many sporting and musical events
  • Musical Theater
  • Serving my local community as member of the Mukwonago Rotary Club
  • Served 20 Years in the US Air Force and stay involved with military matters

Community participation

  • Rotary Club of Mukwonago
  • Mt Olive Lutheran Church Finance Committee

Previous experience

  • Financial Advisor, Wells Fargo Clearing Services, LLC, 2008-2018
  • US Air Force, Lt Colonel, 1988 - 2008