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
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Public Accountant
  • Chartered Retirement Planning Counselor

Education

  • Bachelor Business Administration, 1980 Accounting
  • University of Wisconsin - Oshkosh, Oshkosh, WI

Professional associations

  • Financial Planning Association

Previous experience

  • WellPoint-Blue Cross Blue Shield of Wisconsin-Vice President-Regional Operations, 2002-2005
  • Aurora Health Care, Inc. - Director of Finance, 1995-2002
  • Blue Cross Blue Shield of Wisconsin-Various Finance Management Positions, 1980-1995