Advisor profile


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

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7- General Securities Representative Examination
  • Series 65- Uniform Investment Adviser Law Examination
  • Series 63- Uniform Securities Agent State Law Examination

Education

  • BA History, University of Wisconsin-Madison, WI
  • MS Business, University of Wisconsin-Madison, Madison, WI

Interests

  • I like to spend time with family. I have two children in their 30s.
  • I love to read history, particularly American, and travel.
  • I have been married to my wife, Gina, for 42 years.
  • We enjoy traveling. Our favorite destinations are the Western United States and Canada.
  • We like going out to eat and trying different kinds of foods. Our favorite is Vietnamese.

Community participation

Ameriprise National Day of Service 2017-2018

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016

Previous experience

  • Morgan Stanley Smith Barney, 2009-2012
  • CitiGroup Global Markets Inc., 2000-2009
  • Prudential Securities Incorporated, 1989-2000
  • PaineWebber Incorporated, 1986-1989
  • Kidder, Peabody & Co. Incorporated, 1982-1986