I work with young professionals, families, corporate employees and business owners to build strategies that cover retirement planning, income protection, insurance, and estate planning. Comprehensive financial planning means looking at your whole financial life, not just your investment portfolio. Everything that matters, coordinated in one place.
I serve clients in the Minneapolis metro area and the Brainerd Lakes region and specialize in comprehensive financial planning covering investments and insurance planning as a dedicated part of my practice.
I hold my Series 7, Series 66, and Life and Health Insurance licenses and am affiliated with Sandvold Financial Group through Osaic Wealth.
Outside of work I enjoy fishing, spending time at my cabin on the lake, and hosting friends and family on weekends. I am also a proud supporter of the Minneapolis Epilepsy Foundation where I serve on the outreach committee for the Minnesota metro area helping families navigate life with young children who have epilepsy.