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 Plan Distribution
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Charitable Giving
  • Small Business
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A., 1983, Business and Economics, University of Minnesota, Morris

Interests

  • Spending time with family
  • Community Involvement
  • Golf, yardwork

Community participation

  • Austin Area Chamber of Commerce
  • Blandin Community Leadership
  • Early Risers Kiwanis Club
  • Hormel Foundation - Board of Directors
  • Hormel Historic Home
  • March of Dimes Walk for Babies
  • Pacelli Catholic Schools Foundation
  • United Way of Mower County

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2006- 2019
  • Ameriprise Diamond Ring Club, 2015

Professional associations

  • Member, Financial Planning Association

Previous experience

  • Branch Manager, TCF Bank, 1990-1995