Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Intergenerational Planning
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 51 - Municipal Fund Securities Principal
  • Series 63 - Uniform Securities Agent State Law
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 65 - Uniform Investment Adviser Law
  • APMA® Accredited Portfolio Management Advisor℠
  • AIF® Accredited Investment Fiduciary
  • Life, Accident and Health

Education

  • BA, Marketing - University of Northern Iowa, 1986

Interests

While spending time with my family is number 1, my wife and I also enjoy travel and reading.

Community participation

Our family has always believed in giving back to our community. In addition to our church, we are active in several other civic, non-profit, and community-based organizations.

  • Fremont Area Chamber of Commerce
  • Indian River Chamber of Commerce
  • United Way
  • St. Vincent de Paul Catholic Church

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2022
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Chairman's Advisory Council, 2019-2022
  • Ameriprise Circle of Success, 2020

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals.

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.