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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments




  • Concordia College, B.S. Education, 1982

Awards & recognition

  • Ameriprise Circle of Success, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Bethel Lutheran Church - Worship Musician

Compassion International Child Sponsorship


My family and I love to travel and vacation throughout the U.S. and Europe, but always return home to enjoy all that Colorado has to offer: skiing, hiking, camping, and biking.

I've been married to Gail for over 37 years. Our daughter Kelsey is a PA in Pueblo, CO, and our oldest daughter, Anna, and her husband and kids live and minister here in Colorado Springs.

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.