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
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
41
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
  • MSFS Master of Science in Financial Services

Education

  • Associate Financial Planner, College for Financial Planning, 1984
  • CERTIFIED FINANCIAL PLANNER™ practitioner, College for Financial Planning, 1985
  • Master of Science in Financial Services, The American College, 2008

Interests

Travel, Golf, Motorcycling

Community participation

Marshfield Clinic Health System Foundation

Portage County Business Council

Dueling Against Cancer Fundraiser for Marshfield Clinic WINGS program and Marshfield Clinic Stevens Point Cancer Care Patient Needs Fund

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018 - 2021
  • Barron’s Top 1,200 Financial Advisors, 2018 - 2021
  • Ameriprise Circle of Success, 1993 - 2021
  • Ameriprise Chairman's Advisory Council, 2012 - 2013 and 2015 - 2018
  • Financial Times 400 US Financial Advisors, 2015

Honored to be recognized in Barron's

I'm excited to share that I've been named to the Barron's Top 1,200 Financial Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. I'm so grateful to be honored as the 8th ranked advisor in Wisconsin. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team - your dedication inspires me each and every day.

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.