State
Minnesota
Description
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.
15 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
- Tax Planning Strategies
- Estate Planning Strategies
- Investments
- Insurance
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
Education
- Bachelor of Business Administration University of North Dakota 2010
Awards & recognition
- Five Star Wealth Manager, 2025
Honored to receive recognition
I have some good news to share — I’ve won the 2025 Five Star Wealth Manager award! While it’s my name on this award, it would not have been possible without the continued trust of our clients and without a team that’s dedicated to providing the best possible service.
Interests
Spending time with my daughter Chloe
Time in the garden and canning in the fall
Bird and Big Game Hunting
NFL football (Skol Vikings)
College Hockey