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
16
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 Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Consultant, Fidelity Investments, 2014-2022
  • Financial Advisor, Ameriprise Financial Services, Inc, 2008-2014

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.