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 Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
5
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
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • BBA, Finance, University of Minnesota Duluth, Duluth, MN
  • BBA, Financial Planning, University of Minnesota Duluth, Duluth, MN

Interests

In my spare time, I enjoy being outside, hunting, fishing, and spending time with my family and friends. I also love to read, watch movies, cook/grill, and walk my dog Walter as often as I can.

Community participation

  • United Way of Northeastern Minnesota - Board Member
  • Angel Found. Financial Cancer Care Prog. (FCC) - Vol. CFP
  • Hibbing Area Chamber of Commerce CONNECT Network
  • Hibbing Rotary Club

Mission Statement

Helping to guide you through life's moments:

What you know

What you fear

What you hope