Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

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
35
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 Booth School of Business
  • 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 reading.

Community participation

    • Sponsor of Handeland Flooring 70+ Majors - Senior Softball Team
    • Treasurer, Board of Directors - Happy Snout Ranch, LTD, Animal Rescue Sanctuary

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

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.