Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Employee Stock Options
  • Charitable Giving
  • Tax Planning Strategies

Awards & recognition

  • Bill Penland Jr, Ameriprise Circle of Success, 2009, 2010, 2012, 2014, 2016, 2018, 2019, 2020, 2021