Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠


  • Columbia University, MBA - 1994
  • Southern Methodist University, BBA Finance, BA Economics - 1987


Family time with my wife and two young girls

Boating on Castle Rock Lake


Hunting, Fishing and Sporting Clays

Green Bay Packer games

Community participation

Giving back to our community is important to me. Some of the organizations I am involved in include:

- Tomah Chamber of Commerce - Current member and past Board President

- Hiawatha Golf Course - Current Board member

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Services Institute

Previous experience

  • Coordinated Capital Securities, Inc., 2003 - 2016
  • Robert W. Baird, 1997 - 2003
  • Prudential Securities, 1996 - 1997
  • GE Capital, 1987 - 1996

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.