Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances


  • CRPS™ Chartered Retirement Plans Specialist™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™


  • Bachelor of Science, Minnesota State University, Mankato, 1982-1986

Awards & recognition

  • Five Star Wealth Manager, 2012-2017 and 2020-2023
  • ForgePath Financial Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2021-2023

Professional associations

  • Minnesota State University, Mankato Alumni

Honored to receive recognition

All of us at ForgePath Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire ForgePath Financial Group team and the great experience we work so hard to provide for our clients every day.

Community participation

Burnsville Rotary Membership Chairperson



Minnesota State Mankato Sports

Regular Fitness

My Family is very important to me. My daughter is in Med school and my son just passed his CFA exam. I have 6 siblings.

Faith & Friends.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.