Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Insurance
  • Charitable Giving
  • Family Finances
  • Estate Planning Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • 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

Interests

My fiance, Katie, and I are busy planning our wedding for August 2021! We love to travel, attend workouts together at CrossFit Progression and try new recipes when we meal prep.

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 nights during the winter months.

I am an avid Minnesota Sports fan! Lots of heartbreak but my loyalty never waivers.

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!

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