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
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Employee Stock Options
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Concordia University, Saint Paul

Interests

I love spending time with my wife, Shannon, daughter, Kate and son, Will

I enjoy playing golf when my game is in good shape.

I was a Man of the Year candidate for LLS of MN in 2014. I created Team Respond and had a blast with my friends who helped our efforts. We hope to keep Team Respond involved annually with LLS Fundraising.

Community participation

Leadership Board – Man and Woman of the Year at Leukemia and Lymphoma Society

www.lls.org/mn

www.mwoy.org/mn