I have been in the financial planning profession for 20 years as an independent investment advisor and Certified Financial Planner™ professional. In that time, I have been blessed to work with wonderful clients helping them navigate a rapidly changing world.
My passion is solving problems - I see the wealth management process as my opportunity to show our clients the best, most efficient way to get the most out of their investments and financial decisions.
The greatest reward I have in my work life is to be a Trusted Advisor to my friends, family and clients assisting in your success is my goal.
I live in Minneapolis with my two dynamic sons, Rex and Rory. You are likely to find us at the hockey rink, golfing or hopefully getting in some travel to see the world.