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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Insurance
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

I love building things. I built a set of cabinets for my kitchen and they haven't fallen off the walls yet...

I also enjoy building computers and helping family and friends decipher the often confusing world of computers and technology.

I love to read. My guilty pleasure is Science Fiction.

My family and I go camping, sleep in a tent and cook over a fire at least annually.

Community participation

- I love volunteering at my kids' school, Highland Catholic, in St. Paul. This year I have helped out with the annual "Swing" fundraiser, their largest fundraiser each year. I also spend time helping with the annual book fair.

- My kids' passion for soccer has led me to manage their soccer teams and spend tons of time with them on the field. Go Blackhawks!