Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
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
  • Investment Management
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • Bachelor's Science, St. Cloud State University, 1998

Community participation

  • Youth Basketball Coach
  • Alexandria Education Foundation - Board Member
  • Alexandria Area Community Foundation - Board Chair

Interests

  • Spending time with my wife and daughters
  • Coaching my daughter's basketball team
  • Attending my daughters' swim meets
  • Golfing with friends
  • Cheering on all of the Minnesota sports teams