Advisor profile


My approach

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
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Business Administration in Finance, Insurance, and Real Estate, UW-Stevens Point

Interests

  • I am an avid reader. I read one book a month.
  • I enjoy the outdoors, especially in the fall.
  • I enjoy running and riding my road bike.

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work. As a veteran of our nations' military. I am especially proud of this philanthropic partnership.

Kiwanis- De Pere

Current Young Professionals

De Pere Chamber of Commerce

Awards & recognition

  • Ameriprise Client Experience Award, 2020