Advisor profile


What you can expect when you work with me

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.

Get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CFS® Certified Fund Specialist

Awards & recognition

  • Five Star Wealth Manager, 2012-2017

Community participation

  • TSE, Inc - Former, Board Chairman
  • Maple Grove, MN - Fire Fighter

Interests

I enjoy all outdoor activities; especially if it is something I can do with my family.