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
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

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Forbes Top Next-Generation Wealth Advisors, 2020-2021
  • Ameriprise Circle of Success , 2015

Professional associations

  • CFA Society of Minnesota


I enjoy golf and spending time with my expanding family.