Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I 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.

How to get started
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Finance - Metropolitan State University
  • Bachelor of Science in Economics - Metropolitan State University

Awards & recognition

  • Twin Cities Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021 & 2022
  • Five Star Wealth Manager, 2023 & 2024

Interests

Family, Friends, Fitness, Travel, Boating and spending time outdoors.