Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Employee Stock Options
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA Business Financial Advisor
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠
  • 2005 President's Recognition Award for Quality of Advice

Education

  • University of Minnesota Bachelor of Science in Business 1983
  • College for Financial Planning
  • Institute of Business and Finance

Interests

Family, church, school district committees, tennis and golf.

Community participation

Spring Lake Park School District budget committee

BestPrep speaker on finance and investing

Christ Lutheran Church member

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Planning Association

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.