Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA in Business Administration & Economics
  • Western State University of Colorado, Gunnison CO

Interests

- I am a native Minnesotan but have spent time in Colorado, Utah, & Illinois.

- My Wife Melissa and I are family oriented and are very active with our two children Charlotte & Gwenyth

- Together we enjoy a wide range of outdoor activities including golf, swimming, fishing, hunting, & skiing to name a few.

- We also enjoy volunteering and supporting local civic & non-profit organizations within our community

Community participation

Chamber of Commerce, Member, Northfield MN

  • Northfield Area C.O.C. Business of the Year, 2014
  • Young Professionals Group, Northfield C.O.C. Affiliate