Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Charitable Giving
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
  • CFS® Certified Fund Specialist

Education

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

Interests

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

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 - 2019
  • Five Star Wealth Manager, 2013 - 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