Here to act in your best interests

About me

I've been married to my wife, Julie, since 2005, and we live in Maple Grove with our two children, Brooklyn and Jake. I love to collaborate with my clients to help them identify and understand what they're planning for, and ultimately, help them achieve their goals. When I'm not at work, I love to spend time with my family and friends, and there's a good chance you'll find me on the golf course, at the rink, or at a baseball field.

Education

Bachelor of Science, Marketing - St. Cloud State University

Visit one of our Locations

Minneapolis II - Woodbury

539 Bielenberg Dr

Suite 220

Woodbury, MN 55125

Minneapolis - Rochester (Appt Only)

206 Broadway Avenue S

Suite 460

Rochester, MN 55904

Minneapolis I - Minnetonka

10900 Wayzata Boulevard

Suite 240

Minnetonka, MN 55305

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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