Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Intergenerational Planning
32
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
  • Rotary Club of Fremont
  • United Way
  • St. Vincent de Paul Catholic Church

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2020