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
  • Tax Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Insurance
27
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

Education

  • Oak Grove Lutheran High School, Fargo ND, graduate 1986
  • Concordia College, Moorhead, MN, B.A., Business Adm., Intl. Relations, 1990
  • College for Financial Planning, Denver, CO, CFP Certificate

Interests

  • Politics: Active locally with DFL
  • Minnesota Sports Fan: Twins, Timberwolves, Lynx, Wild and Vikings
  • Spending time with my wife, Audrey, and two grown sons, Ethan and Mitchell
  • Active with my local church; St. Barnabas Lutheran in Plymouth, MN
  • Leader of "Beet Hunger" initiative in support of funding for local food shelf
  • Socially Responsible Investments

Community participation

Choir Member and Former Church Council member, St. Barnabas Lutheran Church, Plymouth, MN

St. Barnabas Leadership Team for BEACON Interfaith Housing Collaborative

Former Oakwood Elementary PTA President