Advisor profile


My approach

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
15
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
  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • Bachelor of Arts, University of Minnesota, 2004

Interests

Away from the office I enjoy spending time with my family. My wife Megan (Weinrich) is also originally from Alexandria, and teaches early childhood special education. We have four kids that keep us very busy; Nora (13), Olivia (9), Claire (8), and Jack (4). We also have a yellow lab named Charley. Along with spending time with my family and helping coach many of my kids activities, I enjoy getting out on the area lakes, hunting/fishing, and playing golf.

Community participation

I enjoy being active in our local community. I help coach my daughters soccer teams. I also help coach U10 and U8 hockey for my middle two girls and Mites hockey for my son. I am involved with my church, Calvary Lutheran, and I am treasurer for the Cardinal Athletic Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 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.