State
Wisconsin
Description
Areas of focus
- Retirement Income Strategies
- Estate Planning Strategies
- Tax Planning Strategies
- Investments
- Insurance
- Saving for Education
Qualifications
- ChFC® Chartered Financial Consultant®
- CMFC™ Chartered Mutual Fund Counselor™
- CLTC® Certified Long Term Care
- RICP® Retirement Income Certified Professional®
- ChFC
- CMFC
Education
- Bachelor of Science, Economics, University of Minnesota, Minneapolis, Minnesota
Awards & recognition
- Hanson & Associates, Ameriprise Client Experience Award, 2021,2022,2023,2024
- Ameriprise Circle of Success, 2010, 2013-2024
- Ameriprise Ultimate Digital Excellence Award, 2024

