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

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


  • University of Minnesota, Minneapolis MN. BA - Finance.


When not working, I enjoy spending time with my wife and our daughters, Lexi (8) and Bailey (6). As a family we often enjoy the outdoors and spending time at our cabin.

I have always enjoyed playing golf, tennis, hunting and fishing.

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.

Awards & recognition

  • Five Star Wealth Manager, 2020, 2021, 2022