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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023-2025

Previous experience

  • Owner, American Dream Property Service, Rochester MN Area,, 1991-1994
  • Senior Engineer / Quality Systems Manager, E-Systems Serv-Air Division, Lexington, KY, 1985-1992
  • US Army, Spec5, 1979-1985
  • US Army, Communications Security, 1981-1982

Interests

I enjoy spending time with my family and friends; especially my six grandkids who always seem to amuse me with their curiosity and perspective on things.

Some of my hobbies include traveling, golf, home improvement projects or simply watching a good movie during the winter months.

I thoroughly enjoy continually learning and keeping up to speed on the latest industry trends and products.

My photos

2 albums
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