Advisor profile


What you can expect when you work with me

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.

Get started
31
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
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • St. Cloud State University, B.S. Finance and Economics, 1991

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2010, 2023
  • Ameriprise Client Experience Award, 2022 -2023

Community participation

All Saints Church in Lakeville.

Lakeville North Girls Basketball Association Tournament Director.

Lakeville North Boys Basketball Association 10,000 shot club

Just Cause Charity 501c. We raise money for Make-a-Wish Foundation, Spare Key and CrescentCove (Formerly Children’s Lighthouse).

Interests

I enjoy spending time and traveling with my family. My wife, Tanya, son Alex and daughter Abby.

I love the time spent at our cabin in northern MN. Fishing, swimming, hunting, boating and relaxing by the campfire.

Being active in youth sports through coaching and involvement on boards and committees.

Mens golf league at Crystal Lake Golf Course.

Rev Soccer Club

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.