Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
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
  • CIMA® Certified Investment Management Analyst®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science - Finance, University of Minnesota, 2001

Interests

  • My wife, Sarah, and I have four awesome children.
  • We love spending time outdoors and traveling the U.S. to explore the amazing places our country has to offer.
  • Football is my favorite sport and I love watching both college & professional games.
  • My wife and I are both passionate around lifelong health and fitness.
  • I am an avid fan of CrossFit and can be found at the 5:30am class at CrossFit SISU in Plymouth weekday mornings.

Community participation

I am the Team Captain for the Holy Name of Jesus (Wayzata, MN) All Pro Dad chapter. I started this chapter because I believe that Dad's play a crucial role in their children's lives. These events provide a venue and curriculm for Dad's to spend intentional time with their children over breakfast. They have been a huge success, averaging 160-180 Dad's and children per event.

Awards & recognition

  • Five Star Wealth Manager, 2019-2021

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.