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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Family Finances
  • Investment Management
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Education

  • Bachelor of Science, Finance, Metropolitan State University, St. Paul, Minnesota

Community participation

Volunteer with Habitat for Humanity

Volunteer with Second Harvest

Volunteer with Feed My Starving Children

Volunteer with Como Park Zoo and Conservatory

Volunteer with Grandma's Closet

Interests

  • Spending Time with Family
  • Duck and Deer Hunting
  • Trap Shooting
  • Archery
  • Walleye Fishing
  • Golfing
  • Twin Cities Brewery & Vineyard Tours
  • Sports Enthusiast: Wild, Twins, & Green Bay Packers

My photos

2 albums
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