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 Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Saving for Education
  • Estate Planning Strategies
30
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

Education

  • Bachelor of Science Degree - Business Administration
  • University of Wisconsin - LaCrosse

Interests

Shaping the future leaders of our community through pro bono financial planning and investing conversations and meetings.

Following and supporting our children as they grow into young adults.

Enjoying all seasons at our lake home with our three children, other family and friends.

Participating in weekly Bible study groups.

Community participation

I am active in Youth With A Mission's (YWAM) Homes of Hope program. My daughter and I have participated in several mission trips to Ensenada, Mexico, building homes for families in need.

Visit the YWAM website "www.ywamsandiegobaja.org/homesofhope"

I enjoy seeking donations and volunteering for "My Very Own Bed," providing beds, linens, and a restful night to children without a bed.

Visit the My Very Own Bed website "www.myveryownbed.org"

I volunteer with other Ameriprise advisors for Habitat Humanity's "A Brush with Kindness" program.

I also enjoy participating at Feed My Starving Children events and other similar outreach programs.

Awards & recognition

  • FIVE STAR Wealth Manager, 2013 - 2021

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.