Here to act in your best interests

About me

I take the time to work with my clients as a financial planner and get to the core of their objectives for investments, children’s education and retirement wishes. Then we create a plan that enables them to stay on course and help reach their goals. Away from work, I’m a big fan of live music and the Minnesota Vikings. Travel and food are my other lifelong passions.

Education

Bachelor of Arts, Business Administration & Finance - University of Kansas

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.

The latest insights from our experts

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?