Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Wealth Preservation Strategies
  • Intergenerational Planning
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Interests

Spending time with our children and grandchildren to hopefully help build the next generations. I love to read great books that discuss how our society is changing and that continue to help me grow in my understanding of my fellow man. I am also an avid lover of the outdoors and enjoy my time in God's creation and love spending quiet time in the bible.

Community participation

I'm actively involved in my neighborhood Saint Charles Home Owners Association as an active board member for 7 years

Professional associations

  • Financial Planning Association

Previous experience

  • Financial Advisor at Edward Jones, 2000-2014
  • Financial Advisor at Investment Professionals, 2014-2018
  • Financial Advisor at Ameriprise Financial, 2018-2020