Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • MA, Marketing, St. Cloud State, 1991
  • BS, Business Management, St. John's University, 1989

Interests

Outside of work, I enjoy spending time with family, going for long walks on the beach at sunset, curling up next to a fire with a good book, and getting caught in the rain! I'm not into yoga or health food.

Ok, I stole those interests from a popular tune and other than the family bit, they don't describe me.

My wife Kari is a 4th grade teacher and our boys David and Drew are 15 and 13, respectively. I spend most of my spare time at the hockey rink, baseball field or the gridiron watching the kids play or volunteering in some capacity.

I also like reviewing homework, an occasional bottle of Dr. Pepper and reruns of Cheers.

Community participation

The Parish of St. Maximilian Kolbe-St. Peter's Church-member

The Parish of St. Maximilian Kolbe-St. Peter's Church-greeter

Delano Youth Hockey Association-board member

Hamel Baseball Association-volunteer coach

Delano Baseball Association-volunteer coach

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2017, 2019, 2020, 2021

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.