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

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Christian Financial Strategies

Education

  • Bachelor of Science, Finance, University of St. Thomas, St. Paul, MN
  • Bachelor of Science, Economics, University of St. Thomas, St. Paul, MN

Awards & recognition

  • Horizon Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Andersen Windows - Sr. Director of New Business Development, 2019-2020
  • Sleep Number Inc. - Sr. Director of Field Services, 2008-2019
  • Gander Mountain - Senior Management, 2003-2008
  • LeeAnn Chin, Inc - Director of Marketing, 1995-2003
  • IDS American Express - Support Specialist, 1994-1995

Community participation

Interests

Life is busy and I love it that way. My wife Kristen and I are blessed with two boys, Luke and Zac and our activities center around raising them in a balanced way. As a family we enjoy sports of all types, but tend to focus on baseball, basketball, golf and Ninja Warrior Jr. training. Our faith centers around regular attendance at Eaglebrook Church and inviting others of all beliefs into a personal relationship with God. Memories in the Siegle household have been created by numerous road trips to the National Parks, family vacations to warm weather destinations and weekend getaways to any resort with a great golf course.