Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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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 Strategies
  • Domestic Partner Planning
  • Financial Planning for Small Business
  • Retirement Plan Distribution

Awards & recognition

  • Legacy Private Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021-2023

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: