Advisor profile


My approach

I care about what’s important to you

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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies
26
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • Bachelor of Science, Finance, St. Cloud State University, St. Cloud, MN

Interests

  • Coaching my son's hockey and baseball teams
  • Attending my daughter's sporting events, dance and soccer
  • Playing golf and spending time at the lake with my family

Community participation

Member of the Kiwanis Downtown St. Cloud since 1996

Member of the St. Cloud Youth Hockey Association

Awards & recognition

  • InvestmentNews Best Practices, 2013
  • Ameriprise Diamond Ring Club, 2017