Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • College for Financial Planning; Certified Financial Planner®
  • The American College; Chartered Life Underwriter®
  • Carlson School of Management; Bachelor of Science in Business

Interests

  • My family and I enjoy an annual trip to our timeshare on Cape Cod.
  • I volunteer as a trainer for the Community Emergency Response Team. I also participate with the Minneapolis/St. Paul Airport Watch Group.
  • During my free time, I enjoy trail bike rides and amateur radio operating.

Community participation

  • Board trustee with NAIFA Minneapolis
  • Steering Committee member of Minnesota Business Ethics Award

Awards & recognition

  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021
  • Five Star Wealth Manager, 2013 - 2022
  • National Quality Award, National Association of Insurance and Financial Advisors , 2015

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.