Advisor profile

What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Insurance
  • Retirement Plan Distribution

Education

  • St. Peter High School, Class of 1978
  • B.S. Business Administration, University of Wisconsin, Stout, Menomonie, WI

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2013 - 2022
  • Ameriprise Diamond Ring Club, 2012

Community participation

  • St. Peter Baseball Association, Member, St. Peter, MN
  • St. Peter Chamber of Commerce, Member, www.stpeterchamber.com
  • Sons of the American Legion, Member, St. Peter, MN
  • Knights of Columbus, Member, St. Peter, MN
  • Ducks Unlimited, Sponsor, St. Peter Chapter
  • Pheasants Forever, Sponsor, St. Peter Chapter

Interests

  • I spend a lot of time with my family fishing, hanging out at home and playing with my grandkids.
  • I'm an avid outdoorsman. One of my favorite ways to spend my free time is out in the boat or in the fish house during the winter, fishing for walleye.

My photos

4 albums
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