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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Concordia University, St. Paul, MN -- BA, Finance -- May of 2002

Interests

Our core value is family. In 2017 we were blessed with the birth of our twins Maddix & Ivy, who bring us so much joy. Lisa & I enjoy traveling to see her family in Austria and often visit another country to learn more about different people and their cultures. Exercise & fitness is a major focus of mine as I enjoy living a balanced & healthy lifestyle. Lisa & I enjoy educating and mentoring other industry professionals. We are involved in focus groups with tenured advisors and training groups with newer financial advisors. We find mentoring others is a valuable way for us to grow and also an effective way to further enhance our practice.

Community participation

Like our clients, our team believes in family, friends and community. Here is a partial list of some of the community organizations we support:

- Alzheimer's Association - MN Chapter

- Children's Cancer Research

- Youth Performance Company

- Second Harvest Heartland

- The ALS Association, MN/ND/SD Chapter

Awards & recognition

  • Five Star Wealth Manager, 2014 - 2021
  • Ameriprise Circle of Success, 2011 - 2020
  • Ameriprise Chairman's Advisory Council, 2018 - 2021
  • Ameriprise Diamond Ring Award, 2019
  • Forbes Best-in-State Wealth Advisors, 2021

Previous experience

  • Private Wealth Advisor at Ameriprise Financial, May 2002 – Present
  • Branch Manager/Associate Branch Manager at Ameriprise Financial, August 2009 – October 2012
  • District Manager at Ameriprise Financial Services, Inc., January 2005 – April 2009

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.