Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • BFA™ Behavioral Financial Advisor
  • Series 7 & 66 Securities Licenses and Life & Health Insurance License

Education

  • Bachelor of Arts, Economics, University of Minnesota, Minneapolis, MN

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • Ameriprise Chairman's Award for Excellence Honoree, 2019