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
18
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
  • Retirement Income Strategies
  • Investment Management
  • Charitable Giving
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • Series 6 License
  • Series 7 License
  • Series 63 License
  • Series 65 License
  • Life, Accident and Health

Awards & recognition

  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

  • NSU Foundation and Wolves Club, Member
  • Aberdeen Area Chamber of Commerce, Member
  • Aberdeen Community Theater
  • Boy Scouts of America, Eagle Scout
  • Exchange Club of Aberdeen
  • Safe Harbor, donator
  • Salvation Army Angel Tree donator
  • Toys for Tots
  • Feztival of Trees

Interests

During the evenings in the summer months you can find me on the golf course. If you ever want to golf with me at Moccasin Creek Country Club, let me know!

I'm a sports fan: Watching golf and football are among my favorites. Go Vikings!

I enjoy attending sporting events at Northern State University and cheering on the Wolves.

I'm a fan of classic cars and also enjoy restoring them. Check out my photo albums to see some of the projects I've worked on!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.