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
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
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Insurance

Community participation

- I love volunteering at my kids' school, Highland Catholic, in St. Paul. This year I have helped out with the annual "Swing" fundraiser, their largest fundraiser each year. I also spend time helping with the annual book fair.

- My kids' passion for soccer has led me to manage their soccer teams and spend tons of time with them on the field. Go Blackhawks!

Interests

I love building things. I built a set of cabinets for my kitchen and they haven't fallen off the walls yet...

I also enjoy building computers and helping family and friends decipher the often confusing world of computers and technology.

I love to read. My guilty pleasure is Science Fiction.

My family and I go camping, sleep in a tent and cook over a fire at least annually.