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.

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25
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
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Family Finances
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Investment Management
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Wealth Preservation Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • FINRA Series 7, 63 Licenses
  • Life and Health Insurance License

Education

  • B.S in Finance from Buena Vista University - Storm Lake, IA

Awards & recognition

  • Five Star Wealth Manager, 2022-2025
  • Encompass Wealth Advisors, Ameriprise Client Experience Award, 2021-2024
  • Encompass Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

Recognizing local first responders on National First Responders Day - Fall 2024
Recognizing local first responders on National First Responders Day - Fall 2024

I’m passionate about giving back to the communities I serve. I often volunteer with Feed My Starving Children and Bridging, helping to support those in need. I also believe in the importance of local impact, whether that’s supporting the Veap Food Bank in Bloomington, showing appreciation for first responders in Edina and Roseville, or spending time at local schools. In the past, I was an active volunteer with Special Olympics and continue to support its mission. Building strong connections and making a difference in people’s lives are things I truly value.

Interests

When I am not at the office, I enjoy a number of activities:

  • My wife and I have three kids, Henry, Julia and Ruby.
  • I enjoy exploring our city and all the great restaurants and breweries.
  • I enjoy many co-recreational sports including volleyball, softball, basketball and kickball.
  • I'm an avid sports fan and attend many Twins games, Saints games and Gopher sports.
  • My wife and I enjoy traveling. I've had the opportunity to see the majority of the Unites States as well as some great countries abroad (Iceland, England, Italy, Vietnam, Cambodia, Thailand, Mexico and Canada).

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.