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
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Mechanical Engineering, University of Minnesota

Awards & recognition

  • Confetti Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Confetti Wealth, Ameriprise Client Experience Award, 2020-2022
  • Five Star Wealth Manager, 2020

Community participation


  • My wife and I are blessed with our two daughters Emma (13) and Lauren (11), and our son, DJ (2). We also love our dog - Daisy and cat - Teddy Steve.
  • I enjoy golf and try to get out as much as I can. It’s a bit tougher these days with the girls’ activities and chasing a toddler!
  • My family and I love to get to our cabin in Wisconsin and enjoy the outdoors all year long. We also love to get away to a warmer climate in the winter.
  • I enjoy giving clients hope for achieving their long-term goals!