Advisor profile


My approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice. I'll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family. Whether you want to provide for your loved ones, support causes you care about, or save for the future. I can help you plan for your goals.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Plan Distribution
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™

Education

  • Masters of Science, Consumer Economics, Purdue University.
  • Bachelors of Science, Family Economics and Management, Southern Illinois University

Interests

I enjoy spending time with my family, traveling and volunteering.

Community participation

Gala Volunteer The Dwelling Place, Columbia Heights MN

First Presbyterian Church, Maple Plain, MN

Angel Foundation, Mendota Heights, MN

Awards & recognition

  • Five Star Wealth Manager, 2018-2019