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
  • Investment Management
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
10
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℠
  • CLTC® Certified Long Term Care®

Education

  • BS - Bachelor of Science - Business Administration - Marquette University - 2002

Interests

I enjoy spending time with my wife Laura, our daughters Amelia & Hannah as well as other family and friends. In my spare time I enjoy cooking, playing golf and following my favorite sports teams.

Community participation

Holy Spirit Church - Parish Member and Usher

Community Blood Center - Current Donor

Good Fellowship Golf League Member - Reid Golf Course, Appleton WI