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.

Get started
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Education

  • 2017 - Bachelor of Science in Construction Management - Minnesota State University - Mankato

Previous experience

  • Financial Advisor - Merrill Lynch, Pierce, Fenner & Smith Incorporated, 2022 - 2024
  • Financial Advisor - Edward D Jones & Co Lp; Blaine, MN, 2018 - 2022
  • Sergeant - Minnesota Army National Guard; Camp Ripley, MN, 2011 - 2017