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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Small Business

Education

  • Bachelor of Science, Bradley University, Peoria, IL

Previous experience

  • Senior Vice President - Wealth Mgmt. UBS Wealth Management, Aug 2006 - Apr 2024
  • Vice President - Piper Jaffray, Jul 1999 - Aug 2006
  • Financial Advisor - Morgan Stanley, May 1998 - Jul 1999

Volunteer Activities:

  • Minnesota Office of the State Auditor Fire Relief Association Working Group (2022-2024)
  • Plymouth Fire Relief Association Board Member (2018-2022)
  • Beth El Synagogue Executive Board Vice President (2008-2017)
  • United Way Volunteer and Emerging Leaders Board Member (2000-2005)

Community participation

Michael Walstien Firefighter Training
Michael Walstien Firefighter Training
  • Plymouth Firefighter
  • Assistant Coach - Wayzata High School Clay Target Team
  • Emergency Volunteers Program - Israel

Interests

  • Spending time with family
  • Helping my community
  • Public Safety
  • Coaching

My photos

1 albums
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