Advisor profile


My approach

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

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Investments
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • Wheaton College, 1984, B.S. Education
  • Benedictine University, 1993, MBA

Interests

  • Activities with the family - such as water skiing, wakeboarding, and snow skiing!
  • Running, Cycling, and Golfing
  • Educating myself further in my profession
  • Church Activities (summer construction, food pantries, etc)

Community participation

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2020
  • Barron’s Top 1,200 Financial Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2018, 2020
  • Financial Times 400 Top Financial Advisers, 2017-2019
  • Ameriprise Chairman's Advisory Council, 2012-2016, 2018-2019
  • Five Star Wealth Manager, 2012-2013, 2015-2019
  • Ameriprise Community Impact Award, 2016

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me – Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

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.