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

  • Investment Management
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • University of Nebraska - Omaha, B.A. Political Science

Interests

  • American History and U.S. Civil War
  • Collecting Limited Edition Books
  • Soccer
  • Spending time with my family

Professional associations

  • University of Nebraska Alumni Association