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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
28
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Bachelor of Science, 1990, Business, Indiana University, Bloomington, IN

Interests

Spending time with family, golfing, water and snow sports, college football and basketball and high performance cars. I also enjoy time outdoors, especially fishing and hunting.

Community participation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • Financial Times 400 Top Financial Advisers, 2020
  • Ameriprise Circle of Success, 2014 - 2021

Previous experience

  • Managing Director-Investments, Wells Fargo Advisors, LLC., Wausau, WI, 1/2008-1/2013
  • Managing Director - Investments, A.G. Edwards & Sons, Inc., Wausau, WI, 6/1999-1/2008
  • Financial Consultant, Edward D. Jones & Co. LP, St. Louis, MO, 6/1999-5/1995

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.