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

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Charitable Giving
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Family Finances
  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Saving for Education
  • Wealth Preservation Strategies

Education

  • B. A., Music, University of Northwestern, St. Paul, MN 2004
  • AA in General Bible, Association Free Lutheran Bible School, Plymouth, MN 2002

Community participation

Worship & Tech Volunteer at Abiding Savior Free Lutheran Church

Interests

My wife Sarah and I focus a lot of our time and energy raising our six children with intentionality. As a family we enjoy being active, being involved in our church, being outdoors, reading great books, and singing and playing music together. We employ an intentional approach to stewardship and what it means to live as a responsible steward of all we have been given.

My photos

2 albums
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