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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Family Finances
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7 - General Securities Representative
  • FINRA Series 66 - Combined Investment Advisory Agent and Uniform State Exam

Education

  • Bachelor of Science in Personal Finance, University of Wisconsin-Madison

Awards & recognition

  • Four Lakes Wealth Advisors, Ameriprise Client Experience Award, 2022-2023

Community participation

  • Wisconsin Alumni Association, Sauk County Chapter - Member of the Board of Directors
  • Baraboo Area Chamber of Commerce Member
  • Madison MAGNET
  • Pheasants Forever, Sauk County Chapter

Interests

I enjoy fishing, hiking, camping, biking, playing guitar, spending time with my wife, two children and two dogs (Bear & Huck) as well as attending Wisconsin sporting events

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.