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

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Small Business
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 66
  • State Insurance License, Minnesota and Wisconsin

Education

  • Bachelor of Science, Finance Major, Entrepreneurship Minor, Minnesota State University, Mankato, MN

Previous experience

  • Paraplanner, Ameriprise Financial Services, White Bear Lake, MN, 2020-2021
  • Investment Banking Analyst, Your Legacy Partners, Minneapolis, MN, 2018-2020

Community participation

I enjoy volunteering at local non-profits such as Feed My Starving Children, Twin Cities Habitat for Humanity, and White Bear Area Food Shelf.

  • White Bear Area Food Shelf (whitebearfoodshelf.org)
  • Feed My Starving Children | Volunteer to pack meals (fmsc.org)
  • Home | Twin Cities Habitat For Humanity (tchabitat.org)

Interests

Outside of work, I enjoy spending time with family and friends. I enjoy each season that Minnesota has to offer and try to make the most of each one. In the summer, I love to spend time outside and stay active. Most of my time in the summer is spent playing golf and softball, running, getting out on the lake, traveling to new places, and taking walks with Maddie. In the winter, I spend most of my free time skiing, playing hockey, and trying to stay warm. Throughout all seasons, I love following and cheering on the Minnesota sports teams.