Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Insurance
  • Charitable Giving
  • Domestic Partner Planning
  • Small Business
  • Retirement Plan Distribution

Awards & recognition

  • Legacy Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021,2022

Community participation

Legacy Private Wealth Group takes pride in being involved in the Bloomington, Minnesota community as well as several other surrounding communities such as Lakeville, St. Louis Park and Minneapolis, Minnesota. Members of our team are currently involved with:

  • Bloomington Chamber of Commerce
  • Central Area Neighborhood Development Organization, CANDO
  • National Association of Insurance & Financial Advisors NAIFA
  • Minnesota Business Ethics Award

Our photos

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