Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Investment Management
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Charitable Giving


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Series 24
  • Life, Accident and Health


  • BS, Finance - University of Nebraska-Lincoln, 1998

Awards & recognition

  • Wealth Partners, Ameriprise Client Experience Award, 2020, 2022
  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Trinity Lutheran Church

Fremont Area Chamber

United Way

Fremont Kiwanis Club

Crime Stoppers


Spending time with my family. Watching my daughters play softball, volleyball, and basketball. If I have any free time I love to golf and watch the Chicago Cubs.