Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Intergenerational Planning
  • Saving for Education
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Minnesota State University Bachelor of Science in Accounting & Business Administration
  • Hawkeye Community College Associate in Arts in General Studies

Awards & recognition

  • Echelon Wealth Partners, Forbes Top Wealth Management Teams: Private Wealth, 2023

Interests

I love spending time with my family. My wife, Kim, and our two children Baker and Hayden. Together we enjoy outdoor activities. In the Summer, you will find me waterskiing, wakeboarding or golfing.

In Summer 2022, I completed the MS 150 with my father, younger sister and husband, and a friend. This is a 2 Day ride from Proctor (outside of Duluth) down to White Bear Lake, Minnesota.