Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Education

  • Winona State University - BS Secondary Education

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2017
  • Ameriprise Circle of Success, 2014, 2018-2022

Community participation

  • Coaching Chaska / Chanhassen Soccer
  • Coaching Chaska / Chanhassen Hockey

Interests

  • Often I can be found training for a triathlon (swim, bike run) or a running event.
  • Golf is always something I would love to do more of.
  • Skiing and Snowboarding has been a winter sport that my parents shared with me. My wife Kelly and I strive to share this with our four children as well.
  • Kids Activities - Gavyn enjoys Swim Team and Drama, Brayden is involved in Soccer, Hockey and Baseball, Melanie is partaking in Dance and Gynmastics, and Hailey enjoys playing with her friends. Seeing my children find enjoyment in these activities is a thrill for me.
  • Boundary Waters / Camping

My photos

3 albums
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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.