Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Insurance
29
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

Education

  • BA Religious Studies, Pontifical College Josephinum, Columbus, OH

Interests

I am a family oriented father who enjoys following my children's sports, music and other activities.

I do volunteer work through my local Church group and community swim team.

I enjoy traveling, boating, and hiking.

I volunteer for my children's school swim and track team events along with the chorus programs.

Community participation

Holy Mother of Consolation Oregon WI

Stoughton Sports Boosters

McFarland Sharks Swim Team

Awards & recognition

  • Ameriprise Circle of Success, 2008-2010; 2012-2018