Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Small Business

Awards & recognition

  • CONSILIUM WEALTH GROUP, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • CONSILIUM WEALTH GROUP, Ameriprise Client Experience Award, 2020 - 2022

Community participation

CONSILIUM WEALTH GROUP - Community participation photo

Open ARMS: Open Farms

ARK Animal Shelter

Gilda's Club Twin Cities

Feed My Starving Children

Ready for Success

Miracle League of West Metro

Bowling Special Olympics

Ronald McDonald House

Sharing & Caring Hands

PROP - People Reaching Out to People

Catholic Charities - St. Joseph's Home for Children Emergency Shelter

Fraser of Minnesota - Special needs - Bright futures