Advisor profile

What you can expect when you work with me

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

When you work with me, 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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investment Management

Education

  • Bachelor of Arts, Accounting - St. John's University, Minnesota

Planning for life, not just the markets

Planning for life means focusing on what we can control, like risk allocation, product mix, future cash needs, fees, and tax strategies, rather than reacting to what we can’t, like market swings. The real work happens when markets are calm. That’s when we build a strong financial plan to help weather future volatility. By making thoughtful decisions in the good times, we help reduce the need for emotional decisions

Community participation

Interests

As an avid outdoors person, when I am not in the office I can be found in the boat fishing, on the trails, or at the baseball or soccer field. There are many joys in life, however, very few are as rewarding as watching my kids compete in their sports or learning more about the outdoors. This wonderful state we live in can offer so much for each of us while enjoying all four seasons to the year!