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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Wisconsin-Madison B.S., Consumer Science-Financial Planning 1988-1992

Awards & recognition

  • Ameriprise Circle of Success, 2005-2011, 2013
  • Panoramic Financial Solutions, Ameriprise Client Experience Award, 2022
  • Panoramic Financial Solutions, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Watertown Lions Club member since 1995

Watertown Lions Club past President 2005-2006

Watertown Country Club Board Member 2007-2010

Buckets for Hunger, Inc. Board member since 2003

Watertown Aquatic Team (WAT) Vice President 2013-2014

WAT Treasurer 2013-2015

Watertown Music Boosters (WMB) Treasurer 2019-2023

Interests

  • Family Travel and Activities (Swimming, Biking, Cross Country, Jr. Golf, Music and more!)
  • Weightlifting/Exercise
  • Golfing
  • Playing the Trumpet
  • Traveling
  • Reading/Movies

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.