Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Charitable Giving
  • Family Finances
  • Employee Stock Options
19
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®
  • CLU® Chartered Life Underwriter®
  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

My wife, Kathleen, and I are the proud parents of seven children and grandparents of eleven.  I enjoy tennis, skiing (both snow & water), and playing chess. 

Community participation

Member, Board of Directors, Living Alternatives:  A Crisis Pregnancy Center, Bloomington, Illinois

Awards & recognition

  • Ameriprise Circle of Success, 2005-2006, 2011-2020

Professional associations

  • Member, Financial Planning Association
  • Member, National Association of Estate Planners & Councils