Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving
  • Saving for Education
  • Small Business
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Plan Distribution
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • B.A., Journalism and Mass Communication - Drake University, 1988

Interests

  • Family and watching my kids compete in their respective sports.
  • Golf, tennis, running and biking.
  • Travel.
  • Photography, especially my kids.
  • Charity

Community participation

I was previously the Chairman of the Cadillac Invitational Golf Tournament benefiting the National Kidney Foundation for 13 years. This tournament raised over $1,500,000 during those years. I coached 7 years at Sporting Iowa while my kids participated in their program. I previously sat on the Theta Chi Alumni Board. I was also on the Des Moines Golf & Country Club executive board.

Awards & recognition

  • Ameriprise Circle of Success, 2007,2009,2013, 2018-2019
  • Ameriprise Client Experience Award, 2020

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.