Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

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

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science, Accounting, Greenville University, Greenville, IL

Interests

  • Married Heather in July 2000.
  • Have three girls and one boy. Norah born in 2004, Lucy born in 2006, Daphne born in 2009 and Levi born in 2011.
  • I enjoy outdoor activities such as running, biking, and golf.

Awards & recognition

  • Five Star Wealth Manager, 2012-2016, 2018-2020