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

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education


  • Series 7, 65, 63, Life, Health, Variable Life and Annuities licenses

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016

Community participation

Volunteer with the Schulze Diabetes Institute, University of Minnesota and the (provides financial assistance for people undergoing treatment of cancer)


In my free time I enjoy cycling, water skiing, tennis, golfing, fishing, and other outdoor activities