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

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
10
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
  • 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

Interests

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

Community participation

  • Wounded Warrior Project and Warriors to Work