Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Arts, St. John's University, 1992

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2023

Community participation

Osseo-Maple Grove Basketball Association: Youth Boys Basketball Coach (2009-2020)

Maple Grove Community Education: Youth Boys 1-5 Grade Soccer Coach (2013-2016)

Osseo-Maple Grove Athletic Association: League Baseball Coach (2014-2020)

Interests

My wife Shannon and I have been happily married for 23 years, and we are the proud parents of three boys: Sam (19), David (16) and Martin (16). All are avid baseball players, so we spend a good deal of time at baseball fields cheering them on. After serving as a volunteer coach for more than a decade, I will now be toting a bleacher cushion and watching from the stands.

In my spare time I enjoy spending quality time with my wife and kids and extended family. Finding time for a round of golf, working in my backyard and family vacations are just a few of experiences that I enjoy outside of work.