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

  • Small Business
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Investment Management
4
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 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • BS, Business Administration, Black Hills State University Spearfish, SD
  • MBA, Business Administration, Minnesota School of Business, Richfield, MN

Interests

I enjoy these outdoor activities with my family:

  • Camping
  • Golfing
  • Fishing
  • Motorcycle Touring and Travel

As well as:

  • Professional Networking
  • Community Volunteering

Community participation

I am an active member with the Sioux Falls Area Chamber of Commerce. I believe it is important to be a part of an organization of business owners and people who continue to make our city better as it grows.

I volunteer with the Genesis Mentoring Program through the Community Outreach Center as a mentor. I believe that all people deserve to be provided with equal education and opportunity for financial success.

I volunteer as a board member for 100 Men Who Care, a micro-philanthropic group where each man commits to giving $100 per event to charitable organizations in our community.

Previous experience

  • Financial Advisor, Waddell & Reed, Sioux Falls, SD, 2016-2018
  • Operations Supervisor, Polaris Industries, Vermillion, SD, 2011-2015
  • Supervisor, Hendrickson Int'l, Mitchell, SD, 2007-2011
  • Supervisor, Falcon Plastics, Madison, SD, 2006-2007
  • Supervisor, Global Polymer, Arlington, SD, 2004-2006