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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

My wife, LeAnn, and I enjoy spending time with our daughter Morgan (16) and twin boys Andrew and Jonathan (11). My hobbies include playing baseball, coaching my boy's little league baseball team, attending Twins games, golfing, snowmobiling and spending time at the lake with my family.

Community Participation

  • I-94 Baseball League, Coach
  • Melrose Lions Club, Member
  • Melrose Chamber of Commerce, Member

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science, Marketing, St. Cloud State University, St. Cloud, MN. 1993

Files for Download

My Videos

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