Advisor profile


My Approach

TEAM PERSPECTIVE & PERSONALIZED SERVICE

  • Comprehensive financial planning approach
  • Wealth management & tax planning strategies
  • Retirement & estate planning strategies

We strive to be our clients' "go-to" resource for financial planning and investment advisory services. We believe our experience providing customized and knowledgeable financial advice helps our clients simplify their financial lives and can offer clarity in our increasingly complex world. Together, we systematically review progress toward client goals and adjust our strategy to reflect personal and economic changes as needed. Our perspective is combined with a sincere interest in each of our clients' financial objectives.

22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science - Finance, University of Minnesota, 2001

Awards & recognition

  • Five Star Wealth Manager, 2019-2024
  • Forbes Best-in-State Wealth Advisors, 2023, 2024
  • Panoramic Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Honored to be recognized in Forbes

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence.

Community participation

I am the Team Captain for the Holy Name of Jesus (Wayzata, MN) All Pro Dad chapter. I started this chapter because I believe that Dad's play a crucial role in their children's lives. These events provide a venue and curriculm for Dad's to spend intentional time with their children over breakfast. They have been a huge success, averaging 160-180 Dad's and children per event.

Interests

  • My wife, Sarah, and I have four awesome children.
  • We love spending time outdoors and traveling the U.S. to explore the amazing places our country has to offer.
  • Football is my favorite sport and I love watching both college & professional games.
  • My wife and I are both passionate around lifelong health and fitness.
  • I am an avid fan of CrossFit and can be found at the 5:30am class at CrossFit SISU in Plymouth weekday mornings.

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.