Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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
  • Tax Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Cash Flow Management Strategies




  • Bachelor of Science in Business, University of Minnesota 1986

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2024
  • TruCourse Advisors, Forbes Best-in-State Wealth Management Teams, 2024

Honored to be recognized in Forbes

I’m excited to share that TruCourse Advisors has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.


  • Enjoy fishing, hiking, and being outdoors at the lake at our cabin in Northern Minnesota.
  • Enjoy golf, exercising, and following sports.