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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
40
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 - 2020
  • Barron’s Top 1,200 Financial Advisors, 2018-2020
  • Ameriprise Circle of Success, 1993-2020
  • Ameriprise Chairman's Advisory Council, 2012-2013 and 2015 - 2018
  • Financial Times 400 US Financial Advisors, 2015