Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Tax Planning Strategies
  • Investments
  • Insurance

Awards & recognition

  • Fathom Advisors, Ameriprise Client Experience Award, 2020, 2021

Community participation

Making a meaningful and positive impact for those in need is a big part of our team values. Throughout the year, our advisors and staff connect with local and global non-profits to spend our time, energy, and resources towards making a difference.

  • Feed My Starving Children
  • Leukemia & Lymphoma Society
  • Gillette Children's Hospital
  • Open Arms of Minnesota
  • JustUs Health