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
  • Saving for Education
  • Family Finances
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies




  • Bachelor of Arts in Economics from Carleton College, Northfield, MN 1983

Professional associations

  • Carleton College Alumni

Community participation

  • For over 35 years, I have competed in Ultimate Disc as a player, team captain and now volunteer coach at Minneapolis Southwest High School
  • I am a member of The River Heights Chorale, a non-profit organization that raises money for music education through choral performances


I really enjoy sports - biking or hiking with my wife Dana, competitive Ultimate, or recreational softball;

Music is a major part of my life - singing in the choir, playing the piano, or listening to a variety of styles;

Lastly, I am largely into puzzles and critical thinking - completing daily crosswords or watching Jeopardy.