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
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Family Finances
  • Small Business
19
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA, Finance, Tarleton State University, Stephenville, TX, 1997
  • BS, Electrical Engineering, Milwaukee School Engineering, WI, 1994

Interests

  • Spending time with my wife and five young children whom we homeschool.
  • My hobbies and interests include reading, golf, skiing, hiking and travel.

Community participation

  • Member of St Mary of the Lake Parish Finance Council.
  • Member of Cemetery Board at St. Mary of the Lake church in Lake City, MN.
  • Coach youth soccer through Lake City Community Education.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2007

Professional associations

  • Estate Planning Council of Rochester