Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Illinois - Champaign, BS in Business Administration

Interests

I am a big family person! I have 6 very hardworking and successful siblings (Bob, Paul, Judy, Amy, Rich, and Mitch) that currently live all over the country as well as my amazing step-mother, Bobby.

In my free time, I enjoy the following

  • Sports - playing, watching, and coaching
  • Vegetable Gardening
  • Grilling
  • Traveling
  • Theatre
  • Reading

Awards & recognition

  • Ameriprise Circle of Success, 2003-2007, 2009, 2011-2020
  • Ameriprise Client Experience Award, 2021

Professional associations

  • Diamond Ring Member

My Favorite Client Memories

I love helping clients have the confidence to enhance their lifestyle

  • Helping a client get their dream Cadillac
  • Helping a client get their dream boat
  • Helping a client get their dream vacation home
  • Helping a client send their kid to their dream school

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.