Advisor profile


My approach

My approach is to build a client-centered business, which provides financial planning services to individuals and their families:

· Client Centered–My goal is to learn my clients’ goals and to consistently work within those guidelines. I strive to continually educate myself for the benefit of my clients.

· Service Oriented–My business is based on a foundation of service. I strive to go the extra mile to meet the financial needs of my clients.

· Integrity–My business is based on the highest quality of integrity and honesty. I strive to help my clients achieve more confidence in their financial futures.


Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, 9, 10, 24, 31, 66
  • Life & Health
  • Long Term Care Partnership

Education

  • Bachelor of Science, Retail Management, Purdue University, West Lafayette, IN
  • Diploma, General Studies, Lincoln High School, Sioux Falls, SD

Interests

  • Working on my 100 year old house.
  • Spending time with family and friends.
  • Playing golf.
  • Traveling
  • Volunteering at my college fraternity.

Community participation

Gleaner's Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2014, 2016-2020

Previous experience

  • Branch Office Manager, Ameriprise Financial Services, 2008-2012
  • Complex Manager, H&R Block Financial Advisors, 2003-2012
  • Branch Manager, American Express Financial Advisors, 2002-2003
  • Financial Advisor, American Express Financial Advisors, 2001-2002
  • President, Downtown Comics, 1994-2000

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.