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
10
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
  • Investment Management
  • Small Business
  • Insurance
  • Charitable Giving
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BA, Business Administration and Management - Gustavus Adolphus College, 2010
  • MBA, Master of Business Administration - Augsburg College, 2014

Awards & recognition

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Community participation

Board Member and President: Rochester Community Technical College Foundation, 2017-Present

Board Member: Byron Community Foundation, 2019-Present

Sponsor: The Arc Southeastern Minnesota, 2017-Present

Sponsor: Wishes & More MN, 2017-Present

Interests

My wife and I live in Byron, MN. We are expecting our first child this fall and could not be more excited. We love to travel and spend time with our family and friends.

When I am not working during the summer you can find me on the golf course. I also play men's league hockey on Friday and Sunday nights during the winter months. I am sure this is going to change with our baby on the way!

During the fall I go back to our family farm and help my father with harvest. We farm corn and soybeans and it has been in the family since 1945. Fall is my favorite time of year!