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
  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2013 - 2023
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024
  • Ameriprise Circle of Success Diamond Ring, 2023

Previous experience

  • I played professional hockey for 12 years, including 3 Championship teams., 1991-2004

Community participation

For the past 20 years, I have enjoyed coaching youth ice hockey players. I am currently an assistant coach with the Chicago Mission youth hockey program. This is also my third year serving the Quad City Hockey Association as Travel Director and in previous years, I served as Vice President.

Interests

  • Spending time with my wife, Alana and 4 kids: Alexis, Jake, Luke & Brody
  • Enjoy traveling and discovering new restaurants
  • Spending time with family and friends at our cabin in Saskatchewan, Canada.
  • Cooking
  • Golfing, fishing, and coaching hockey

My photos

5 albums
close