Growing up in International Falls, MN, my father ran a successful painting and construction business where he was always teaching. At a young age, I learned the importance of questioning, anticipating and identifying opportunities, learning from setbacks and of seeing the big picture. More than anything, I learned if I wanted something, I would have to go out and earn it. Nothing was handed to me. In fact, my parents had a rule; "If you're not playing a sport, there will be a shovel or paint brush waiting for you." Needless to say, I was a three-sport athlete in high school (captaining all), graduated with honors and worked painting and construction jobs in the summers. These experiences helped shape my character and ignited a passion for business and working with others.

I graduated from Mercyhurst University in Erie, PA with a B.A. in finance, while playing both D-1 hockey and D-2 golf. My financial services background includes community banking, mortgage and corporate management. I now leverage those experiences as a financial advisor. While each role offers a different perspective, they all boil down to teamwork and doing what is best for people.

Today, I'm guiding business owners, executives, families and individuals in making sound financial decisions throughout every chapter of their lives. Whether your goals are to retire early, save money on taxes or prepare your exit strategy (business owners), we will partner together to build a custom plan around what matters most to you!

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • LGBT Finances
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Health & Nutrition
  • Hockey
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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