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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Saving for Education

Education

  • BA, St Cloud State University, 1993

Community participation

I have a passion for animal rescue and have been actively involved with Grey Hound Pets of America for 20 years.

Interests

I enjoy spending time with my significant other, Stephanie, walking our dogs, golfing and spending time relaxing on the patio during the beautiful Minnesota spring and summer season.