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
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
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™


  • Bachelor of Science in Applied Economics - University of Minnesota, Twin Cities

Community participation

I volunteer and partner with the Angel Foundation within their Financial Cancer Care Program to provide pro bono financial planning to individuals and their families going through cancer.


When not working, I enjoy spending time with my wife, Lisa, and our boys, Henry and Jack. As a family, we enjoy exploring the outdoors and spending time at our cottage.

I have always enjoyed biking, triathlons and cross-country skiing.