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
40
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
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution

Awards & recognition

  • Five Star Wealth Manager, 2024-2025

Community participation

Active participating member of the St Michael Catholic Church

Active member of Elk River Chamber of Commerce

Interests

Family has always been very important to me. With my wife Barb's daughter Lindsay, and my two sons Martin and Craig, we have ten grandchildren.

Barb and I love to travel. There are so many interesting places to see in America.

I really enjoy golfing at various clubs in central Minnesota.

My photos

5 albums
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