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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Employee Stock Options
  • Saving for Education
  • Investments
  • Estate Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • FINRA Series Licences: Series 7, 66
  • Licensed in: MN Life, Accident and Health Insurance

Education

  • B.A., Mankato State University, Mankato, MN, 2008

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Financial Representative, iWealth, Waseca, MN, 2008-2014

Interests

I was born and raised in Waseca, MN. I have a wife, Angie, two kids Carter and Makenzie, and two dogs Sadie and Sophie.

In my free time I enjoy hunting, fishing, golfing and most importantly spending time with family and friends. I have always enjoyed attending sporting events and look forward to watching my children participate in extracurricular activities in the coming years.

I started in the financial industry in 2008 and am truly passionate about helping people set goals for their financial futures.

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.