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
27
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
  • Investment Management
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Professional associations

  • Financial Planning Association

Interests

  • When I am away from the office, I am intentional about sharing my time with my best friend, my wife Kim, and our kids Nicholas and Katelyn
  • Getting to the gym and getting a quick workout in, picking up a golf club once in a while and planning trips for the family.
  • Travel. We especially love spending time on the north shore of Lake Superior enjoying outdoor activities like camping and mountain biking.

My photos

1 albums
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