Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
29
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℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts, Finance Iowa State University

Interests

My passions include fishing, hunting, camping, Minnesota Wild hockey and most of all spending as much quality time as possible with my family.

Community participation

Real Life Academy Volunteer

Boys & Girls Club of the Greater Chippewa Valley Volunteer

Feed My People Volunteer

Adjunct Finance Instructor at UWEC

Awards & recognition

  • Ameriprise Chairman's Award, 2013