Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Plan Distribution


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®


  • Bachelor of Arts, Liberal Arts - Mount Marty College, Yankton, SD
  • Bachelor of Science, Mortuary Science - University of Minnesota, Minneapolis, MN

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2020
  • Barron’s Top 1,200 Financial Advisors, 2014-2016, 2018-2019
  • Five Star Wealth Manager, 2012 - 2016, 2019
  • Ameriprise Client Experience Award, 2020, 2022
  • Barron’s Top 100 Independent Financial Advisors, 2015, 2017
  • Ameriprise Financial Hall of Fame milestone Award, 2017
  • Ameriprise Alex M. Alexander Award, 2015

Community participation


  • My wife, Dr. Michelle, is a full time mom & practicing pathologist
  • We have 3 daughters Katy, Mackenna & Keira
  • We enjoy fishing, hiking & mountain biking in the summer & are avid skiers in the winter months
  • Michelle & I enjoy good food, wine & travel whenever we have the chance
  • Katy is an avid skier, camper & hiker. She wants to become a cardiac rehabilitation coach.
  • Mackenna enjoys music, painting, cooking, design & sewing clothes amongst other items.
  • Keira spends her free time reading, singing, theater, drawing, painting & other teenage stuff!

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.