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
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Small Business
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Administration, Business and Marketing
  • University of Northern Iowa, Cedar Falls, IA 1986

Interests

I am married and have been blessed with three sons, Spencer ( whom passed away in 2010), Chase and Clayton. I am an avid Wisconsin Badger and Green Bay Packer fan. I also enjoy being outdoors, golfing, fishing, hunting and being on the water.

Community participation

I spend some of my free time working with the underprivileged and working with our local church. I also enjoy being able to help coach youth sports.

Awards & recognition

  • Ameriprise Circle of Success, 2009-2018
  • Ameriprise Chairman's Award, 2005
  • Ameriprise Diamond Ring Club, 2005