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

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Intergenerational Planning
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CFS® Certified Fund Specialist


  • BS, Business and Economics, University of Minnesota, Morris 1981


  • Spending time with Grandchildren
  • Coaching & watching youth sports
  • Exercising and Reading

Community participation

  • Monticello, Buffalo, and Montrose-Waverly Chambers of Commerce
  • St. Mary's Catholic Church Finance Committee of Waverly, MN
  • Former Manager of Howard Lake Orphans Baseball Team
  • Minnesota Amateur Baseball Hall of Fame Member, Inducted 2007
  • North Star League Hall of Fame Member, Inducted 2010

Awards & recognition

  • Ameriprise Circle of Success, 1996 - 2021
  • Five Star Wealth Manager, 2013 - 2021
  • Ameriprise Hall of Fame , 2020

Professional associations

  • Monticello Chamber of Commerce
  • Buffalo Chamber of Commerce
  • Montrose/Waverly Chamber of Commerce

Previous experience

  • Senior Loan Officer, Farm Credit Services, Buffalo, MN, 1983-1990

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.