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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Charitable Giving
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 6
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • Bachelor Arts Degree - University of MN Morris, 1996

Interests

  • Golf, Fishing & Hunting
  • Enjoy summers with my wife, Jen, and children, Nolan and Lily, at our cabin on Lake of the Woods.
  • Enjoy snowmobiling and ice fishing in the winter.
  • Like many families we spend much of our time supporting our children in their activities. Particularly, Nolan's baseball and Lily's dance and volleyball.
  • My family also enjoys our annual summer vacations and trips to see my parents in Arizona in the winter.

Community participation

  • Member and past president of the Parkers Prairie Lions Club where I have volunteered at numerous fund raising events for our club. www.parkersprairie.net/businesses/organizations/lions-club