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
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors of Business Administration, Financial Planning, University of Minnesota-Duluth, Duluth, Minnesota

Awards & recognition

  • Old Forge Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025
  • Old Forge Wealth Management, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor | Equitable Advisors, LLC., 2021-2025

Community participation

Interests

When not working I enjoy spending the time with close friends and family. In addition, I like to combine my love of travel and outdoor activities, you can typically find me spending time at Zion National Park. Golfing has become a passion over the years, and it isn’t uncommon to find me on a course during the weekends.