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
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
34
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
  • CMFC® Chartered Mutual Fund Counselor℠
  • MBA

Education

  • MBA, 1986, Finance and Marketing, University of Chicago
  • BS, 1977, United States Merchant Marine Academy

Interests

Married with three children: Victoria, Richard Jr. and Jocelyn

I enjoy spending time with my family, traveling, hiking, running and coaching

Community participation

    • Volunteer coach with Okauchee Girls Fast Pitch Softball
    • Sponsor of Handeland Flooring 65 Major - Senior Softball Team

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015
  • Ameriprise Chairman's Advisory Council, 2010-2011
  • Ameriprise Diamond Ring Club, 1998
  • Ameriprise Hall of Fame, 2007