My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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9
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
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Charitable Giving Strategies
  • Investments
  • Saving for Education
  • Insurance

Education

  • BS-Business Finance & Financial Planning, University of Minnesota Duluth, 2017

Awards & recognition

  • Five Star Wealth Manager, 2023-2026

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Honored to receive recognition

I have some good news to share — I’ve won the 2025 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.

Community participation

I am a member of the Elk River Chamber of Commerce

Interests

  • Spending time with family at the cabin
  • Watching sports