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
  • Retirement Plan Distribution
  • Investment Management
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • RICP® Retirement Income Certified Professional®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CRPS® Chartered Retirement Plans Specialist℠
  • Series 7
  • Series 63
  • Life, Accident and Health

Education

  • B.S., Business Administration/Finance, 1994, Nebraska Wesleyan University, Lincoln, NE

Interests

  • Spending time with family
  • Watching and attending college sporting activities
  • Playing golf and basketball
  • Hunting and fishing

Community participation

It is important not only to me, but also my team, to be involved in the community. As a whole we volunteer for various organizations that meet vital needs within our community and surrounding areas.

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2012, 2018, 2019