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
26
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
  • Charitable Giving
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Insurance

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

- I love volunteering at my kids' school, Highland Catholic, in St. Paul. This year I have helped out with the annual "Swing" fundraiser, their largest fundraiser each year. I also spend time helping with the annual book fair.

- My kids' passion for soccer has led me to manage their soccer teams and spend tons of time with them on the field. Go Blackhawks!

Interests

I love building things. I built a set of cabinets for my kitchen and they haven't fallen off the walls yet...

I also enjoy building computers and helping family and friends decipher the often confusing world of computers and technology.

I love to read. My guilty pleasure is Science Fiction.

My family and I go camping, sleep in a tent and cook over a fire at least annually.

My photos

1 albums
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