Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Saving for Education
  • Charitable Giving
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Economics, Political Science, History, 2002, Concordia College, Moorhead, MN

Interests

I enjoy all types of outdoor activities including:

  • Camping
  • Hiking
  • Hunting
  • Fishing
  • Snowshoeing

Other interests:

  • Avid MN sports fan
  • Pet Lover
  • Spending time with family and friends

Community participation

  • As an outdoorsman, I have a great appreciation for wildlife. I am a Life Sponsor at Ducks Unlimited, the world's leader in wetlands and waterfowl conservation.
  • I am an active member in the Blaine Ham Lake Rotary where I participate in many community service projects through out the year, including mentoring at the Blaine High School.
  • Volunteer presentor/instructor for Best Prep. I help educate high school students on personal finance topics.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020

Professional associations

  • Rotary Club of Blaine & Ham Lake