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
10
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
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Insurance
  • Charitable Giving
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BA, Business Administration and Management - Gustavus Adolphus College, 2010
  • MBA, Master of Business Administration - Augsburg College, 2014

Awards & recognition

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

Community participation

Board Member: Rochester Community Technical College Foundation, 2017-Present

Board Member: Byron Community Foundation, 2019-Present

Sponsor: The Arc Southeastern Minnesota, 2017-Present

Sponsor: Wishes & More MN, 2017-Present

Interests

My wife and I live in Byron, MN. We are expecting our first child this fall and could not be more excited. We love to travel and spend time with our family and friends.

When I am not working during the summer you can find me on the golf course. I also play men's league hockey on Friday and Sunday nights during the winter months. I am sure this is going to change with our baby on the way!

During the fall I go back to our family farm and help my father with harvest. We farm corn and soybeans and it has been in the family since 1945. Fall is my favorite time of year!