Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. 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

  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investments
  • Small Business
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Tax Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™


  • B.S. Business Administration/Economics | Minnesota State University, Mankato, MN

Awards & recognition

  • Wealth Management Solutions, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Investment Representative, Securities America Inc., 2011-2017
  • Financial Advisor, Merrill Lynch, 2008-2011
  • Investment Executive, Primevest Financial Services, Inc., 2006-2008
  • Investment Representative, Wells Fargo Bank, 2005-2006
  • Investment Representative, MetLife, 2001-2005