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

  • Family Finances
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Intergenerational Planning
  • Saving for Education
  • Retirement Plan Distribution
  • Insurance
  • 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
  • ChFC® Chartered Financial Consultant®

Education

  • BA, Management & Economics, Hamline University, St. Paul, MN

Interests

  • I enjoy volunteering and being an active board member for a few non-profit organizations
  • My greatest joy in life is spending time with my daughters
  • Martial arts, motorcycling, golf, sailing and antique cars are a few personal passions

Community participation

I have a history of volunteering with the following organizations: - Kindred Family Services - Interfaith Outreach & Community Partners - Zuhrah Shriners A.A.O.N.M.S. - Wayzata Lodge #205 A.F.& A.M. - Columbian Chapter RAM - Minneapolis Council #2 - Zion Commandery #2 - Minneapolis Valley A. & A.S.R., S.J. I also return to Hamline University regularly for mock interviews of students and to educate on the value of benefits in compensation packages.

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2022
  • Jirak & Associates, Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2020

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.