I am a financial planner with over 15 years of experience in the financial services industry. I assist individuals, families, and small business owners with achieving the financial goals through the development of individualized financial plans. I focus on personalized strategies for retirement planning, investment management, and wealth preservation, all while prioritizing a client-centric approach.
I graduated from St. Olaf College with a BA in Economics. As a licensed professional, I hold Series 7 and 66 Security Licenses, as well as Minnesota and Wisconsin Life, Accident & Health Insurance Licenses.
I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions. In my free time, I enjoy golfing, fishing, and spending time with my family.