State
Minnesota
Description
Advice built around you — and your life
Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.
With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.
Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
28 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
- Wealth Preservation Strategies
- Investments
- Cash Flow Management Strategies
- Retirement Income Strategies
- Estate Planning Strategies
- Insurance
- Financial Planning for Small Business
- Saving for Education
- Retirement Plan Distribution
Qualifications
- CRPC™ Chartered Retirement Planning Counselor™
- RFC® Registered Financial Consultant
- CLTC® Certified Long Term Care
- APMA® Accredited Portfolio Management Advisor™
- CEPA® Certified Exit Planning Advisor®
- MBA, Cardinal Stritch University
- RFC® Registered Financial Consultant
Education
- MBA, Cardinal Stritch University
- Bachelor of Science in Finance. Minor in Economics- Minnesota State University
Awards & recognition
- Five Star Wealth Manager, 2008- 2025
- Forbes Best-in-State Wealth Advisors, 2021-2025
- Ameriprise Circle of Success, 2008 - 2024
Community participation
- Former Fund Development Chair & Board Member of the Park Nicollet Foundation
Interests
- Spending time with my wife and family
- Mountain Biking and Road Biking
- Camping and Hiking
- Downhill Skiing

