Advisor profile


My approach

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

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Saving for Education
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA, St Cloud State University, 1993

Interests

I enjoy spending time with my significant other, Stephanie, walking our dogs, golfing and spending time relaxing on the patio during the beautiful Minnesota spring and summer season.

Community participation

I have a passion for animal rescue and have been actively involved with Grey Hound Pets of America for 20 years.