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.

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

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Executive Compensation and Benefit Strategies


  • CFA® Chartered Financial Analyst®
  • CRPC™ Chartered Retirement Planning Counselor™


  • St. Mary's University of Minnesota, Winona, MN 2006

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2023
  • Forbes Top Next-Generation Wealth Advisors, 2020-2021

Professional associations

  • CFA Society of Minnesota

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.


I enjoy golf and spending time with my expanding family.