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

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Family Finances
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Social Security Retirement Benefits
  • Women's Financial Strategies
21
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℠

Education

  • Moorhead State University: Bachelor of Science, 1998, Finance and Accounting

Interests

  • I love spending time with my wonderful wife Misty.
  • Zachary, Quinn and Avaya keep us very busy in many ways!
  • I enjoy almost anything outdoors-particularly musky fishing.
  • I also enjoy watching or playing various sports.

Community participation

  • Member of the Battle Lake Lions Club: "We Serve" the community by volunteering.
  • President of the Battle Lake Basketball Booster Club.
  • Board member of the West Battle Lake Lakeshore Association from 2007-2013, 2018.
  • Former member of the Our Lady of the Lake Finance Council from 2006-2012.
  • Volunteer coach for youth football and basketball.

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2010-2019