My profile

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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Charitable Giving Strategies
  • Intergenerational Planning
  • Insurance
  • Family Finances
  • Retirement Plan Distribution
  • Saving for Education
  • Employee Stock Options

Education

  • B.S. in Business - University of St. Thomas

Awards & recognition

  • Oak Trail Wealth, Forbes Best-in-State Wealth Management Teams, 2025
  • Five Star Wealth Manager, 2012-2024

Community participation

CEO of Just Cause Charity. The Just Cause Annual Charity Golf Tournament raises funds for Make-A-Wish of Minnesota, SpareKey, Crescent Cove and 360 Communities.

www.360communities.org/

Interests

My family. I enjoy spending time with my wife Tracy raising our twin daughters Claire and Grace (born 2005) in Lakeville. Whether they have teamed up against my wife and I, complaining we never let them do anything fun, or in some/most cases Claire, Grace and I teaming up to keep out of trouble with Mom.

Golfing with my friends or getting mad at the tv when my favorite team the Vikings have crushed my hopes once again are some of my interests.

I have started my own 501c charity "Just Cause" to raise money for three great charities; Make-A-Wish MN, Spare Key, and Crescent Cove (formerly Children's Lighthouse of MN). This is my passion!

My photos

4 albums
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