Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™


  • Univeristy of Iowa, Bachelor of Science, Economics, 1992

Awards & recognition

  • Link Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2012, 2014

Community participation

  • President, Fort Madison SIRRC
  • SouthEast Iowa Regional River Boat Commission
  • Fort Madison Marina Board of Directors


  • Spending time with my wife Bridget and our children. Involvement in all of Addison's activities and events.
  • Cultural events including the arts and theater productions.
  • Traveling and broadening my horizons.
  • Bridget, Addie and I enjoy spending time in Chicago exploring all the city has to offer.
  • As Jordan has joined our practice as a Financial Advisor, I am able to enjoy growing our business with him along side.
  • We also enjoy our time in Chicago watching Maggie grow in her career at Shedd Aquarium.

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.