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

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Insurance
  • Estate Planning Strategies
  • Investments
  • Small Business

Qualifications

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

Education

  • B.S., Finance and Financial Planning, Minnesota State University - Mankato, MN, 2020

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Interests

I enjoy being outdoors, playing sports, moviegoing, traveling, and spending time with family and friends. I became interested in financial planning from a high school teacher who taught the importance of investing early, how interest works, and other smart financial principals to follow. I thought it would be rewarding to have a career helping others understand to better their own financial "health". I graduated from Minnesota State University, Mankato with a Finance degree and I look forward to helping people plan their financial goals before and during retirement.