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
  • 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


  • APMA™ Accredited Portfolio Management Advisor™


  • 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


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.