My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Family Finances

Education

  • Bachelor of science Degree in Business Adm. 1985- University of MN at Mankato

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023-2026

Community participation

Youth Sports coach

Former Church Council member

Former Township Committee member

Interests

My interests include my triplet boys, sports, organic gardening and outdoor activities.