Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Charitable Giving
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • Series 6 License
  • Series 7 License
  • Series 63 License
  • Series 65 License
  • Life, Accident and Health

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2024
  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2024
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

Interests

During the evenings in the summer months you can find me on the golf course. If you ever want to golf with me at Moccasin Creek Country Club, let me know!

I'm a sports fan: Watching golf and football are among my favorites. Go Vikings!

I enjoy attending sporting events at Northern State University and cheering on the Wolves.

I'm a fan of classic cars and also enjoy restoring them. Check out my photo albums to see some of the projects I've worked on!

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.