Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress 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 in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
34
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®

Education

  • College of Financial Planning, Certified Financial Planner
  • Northwestern College, Business Administration

Interests

  • Spending time with my wife and daughters
  • Reading
  • Long Bike Rides and Walks
  • Spending time in the outdoors
  • My pets (3 dogs)
  • Fishing and hunting

Community participation

WAM - Wishes & More

CFAN - Christian Financial Advisor Network

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2021
  • Twin Cities Wealth Advisors, Ameriprise Client Experience Award, 2020 & 2021
  • Ameriprise Circle of Success, 2020 & 2021

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.