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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Small Business
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7: General Securities Representative
  • Series 66: Registered Investment Advisor
  • Life & Health Insurance

Education

  • Bachelor of Science, Finance, Minnesota State University, Mankato, Minnesota

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

  • Wounded Warrior Project and Warriors to Work

Interests

In my spare time I enjoy spending time with my family, playing golf, and working on small DIY projects around the house.