Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Small Business
  • Insurance
  • Social Security Retirement Benefits

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Hibbing Community College-1993 Associate of Arts
  • University of Minnesota - 1995 Bachelor of Science

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Interests

When I’m away from the office, I enjoy time with my family at our lake cabin and following the various activities of our children. We have two busy teenagers who are both active in sports and other school events. I’ve been practicing outdoor photography; and fishing, grouse hunting, and cross country skiing are other favorites. I’m also a big fan of a hot sauna followed by a swim in the lake, preferably under the stars. I’m at the point where my golf game will probably never be as good as I imagine it could be, but I still enjoy playing the game.