Enhancing client lives by developing and implementing holistic financial plans.
I am a financial planner at Sandvold Financial Group. I take a holistic approach to money management. Through a series of solution-oriented questions, together with my clients, we identify goals and ways for how to get there. Once a client’s goals are clearly defined, I am able to help in areas of opportunities and concern such as:
- Wealth and Investment Management
- Retirement Income Planning and Distribution
- Social Security Benefits
- Insurance and Annuities
I am married to Melissa, and we have two sons. During the summer my family often spends time outdoors in Eagle River, Wisconsin hiking and fishing. I have been active in his local community and spent two years serving on the board of the Armstrong Cooper Youth Hockey Association.
I attended the University of Wisconsin-Milwaukee where I graduated with a degree in Finance and hold Series 7, 8, 24, 63, and 66 securities licenses, along with Minnesota insurance license.