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
17
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
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CKA® Certified Kingdom Advisor®

Education

  • Masters of Education, 2006, Applied Kinesiology, University of MN, Minneapolis
  • Bachelor of Arts, 2005, Business Mgmt., Saint John's University, Collegeville

Community participation

  • Licensed Foster Care Provider
  • Brainerd Sports Booster's member
  • Brainerd Lakes Chamber of Commerce

Interests

  • #1 - My personal relationship with God.
  • Spending time with my family. Wife, Rachael, and children, Rhett, Violet, Grey, Ezra & Olive Lu.
  • I am also an NCAA Men's Basketball Official