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
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
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Insurance
  • Domestic Partner Planning
  • Saving for Education
  • Small Business


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 63
  • Series 65
  • Minnesota Life and Health Insurance


  • Bachelor of Business Administration, Finance, Hamline University

Awards & recognition

  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021
  • Legacy Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

  • Feed My Starving Children
  • Special Olympics of Minnesota
  • Animal Humane Society of Minnesota
  • Prepare + Prosper


  • I enjoy staying active spending time outdoors.
  • Loyal fan of the Minnesota Vikings, Twins, Timberwolves, and Iowa Hawkeyes.
  • When outside of work, I spend a lot of time with my friends and family.
  • I also enjoy traveling, reading, and cooking.