Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Saving for Education
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
13
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
  • CLTC® Certified Long Term Care®
  • CFS® Certified Fund Specialist
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Arts, Economics - Grinnell College, Grinnell, IA

Interests

I enjoy running, traveling, recreational football and spending time with friends and family.

Community participation

  • Colorado Society for Human Resource Management - Membership

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Previous experience

  • Product Specialist, Ameriprise Financial Services, Inc., Minneapolis, MN, May 2013 - September 2014
  • Regional Financial Advice Sales Consultant, Ameriprise Financial Services, Inc., Minneapolis, MN, January 2012 - May 2013
  • Brokerage and Annuity Sales, North Star Research Group, Minneapolis, MN, February 2010 - January 2012