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
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Small Business
  • Saving for Education
  • Retirement Plan Distribution
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA, Cardinal Stritch University
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • RFC® Registered Financial Consultant
  • CFS® Certified Fund Specialist

Education

  • MBA, Cardinal Stritch University
  • Bachelor of Science, Finance and Minor, Economics- Minnesota State University

Interests

  • Spending time with my wife and family
  • Mountain Biking and Road Biking
  • Camping and Hiking
  • Downhill Skiing

Community participation

  • Fund Development Chair & Board Member of the Park Nicollet Foundation

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020