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
50
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
  • Estate Planning Strategies
  • Small Business
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • B.S. - Bemidji State Univeristy, Bemidji, MN

Awards & recognition

  • Ameriprise Circle of Success, 2005-2018
  • Ameriprise Circle of Success Hall of Fame, 2018

Interests

  • I enjoy playing golf and hunting.
  • I enjoy going to Arizona to golf and spending time with my daughters and friends.
  • I enjoy spending time with my granddaughters.
  • I enjoy fishing in Canada with my son Roland and friends.