Advisor profile


My approach

As a Christian striving to live a life of passion, purpose and contentment, you want an advisor who understands your deeply held values and beliefs. That's where I can help. I share your Christian world view, and I offer faith-based financial planning and advice to help you be a good steward of the resources that have been trusted to you.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Finance, Minnesota State University, MN

Interests

When not helping our clients cast visions, set goals, and track progress toward those goals I enjoy spending time with my wife Emmalee and our sons, Layton and Kaleb. When not at work or home, I love to spend time fishing, or golfing.

I'm an active participant in activities at our local church.

Community participation

New Prague Chamber of Commerce

Member at Grace Church, Eden Prairie, MN

New Prague High School Hockey Team

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021
  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

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.