Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Tax Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CPA Certified Public Accountant “inactive”

Education

  • B.A., 1985, Economics, Gustavus Adolphus College, St. Peter, MN
  • M.B.A., 1989, University of Denver - Daniels College of Business, Denver, CO

Community participation

Board Member at Twin Cities R!SE from August, 2011 - 2020

Interests

  • Traveling
  • Reading
  • Running/Fitness