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
18
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
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Retirement Income Strategies

Qualifications

  • Producer Licensed -- MN Insurance License, Series 6, & Series 7
  • Registered Principal Licensed -- Series 9, Series 10, & Series 24

Education

  • St. Cloud State University - Bachelor of Science Degree - Marketing - 2001
  • St. Cloud State University - Minor - International Business - 2001

Community participation

Member - Salem Lutheran Church

Interests

  • Spending time with my wife Sue, and our boys, Ethan & Sean
  • Traveling US and Europe
  • Being outdoors
  • Staying current on media and marketplace environments
  • Reading
  • Hunting & Fishing
  • Watching SCSU Hockey, MN Twins, and Vikings.