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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Business Retirement Plans
  • Intergenerational Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science in Business and Economics at the University of Minnesota, Minneapolis, Minnesota

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2016, 2017, 2018, 2022 & 2023

Community participation

Every year I donate time to Habitat to Humanity.

Interests

I like running events, biking, reading, home brewing, and taking care of my bee hives. Recent events I have participated in include Ragnar Relay, Tour de Tonka, Get in Gear race, Monster Dash and Grandma's 40th Marathon. Recently I have tried to make a hard cider, and I now have two taps of home brew going. I love all of the microbreweries opening in the Twin Cities.