It provides me great satisfaction to help others truly understand their current financial situation and uncover where you would like to be. I provide the knowledge and guidance so you can make informed decisions to help improve your life and for those around you, allowing you to achieve what's most important to you!

I grew up here in northern Minnesota and understand the value of hard work. My father was an electrician and my grandfather was a bricklayer. While growing up, I worked with each of them as often as I could to earn extra money. It was very physical labor, tending a brick layer and digging trenches for my father. It taught the importance of saving and the value of a dollar.

Establishing my practice here in Aitkin was very important to me. I thoroughly enjoy working with the community, and everyone is so welcoming. There is a sincere spirit of caring and helping each other to succeed. I am active in the Aitkin Chamber of Commerce and held the position of president on the board of directors. I am the vice president on the board of directors for Aitkin Habitat for Humanity.

I am fortunate to have been married for 40-plus years to Lisa. Lisa works in the healthcare field and enjoys spending free time with the family and gardening. We have two children; Joey lives in Minneapolis, and Crystal and her family are in Andover, MN. We also have three grandchildren, Brooklynn, Mason and Wyatt. I enjoy spending time golfing and fishing with them.

If you are looking for someone that sincerely cares about you and your long-term financial success, I would invite you to contact me. I am very passionate about what I do – helping individuals achieve their goals.

Call me today at (218) 429-0194 to schedule a visit.

Focus areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Fishing
  • Golfing
  • Motorcycles
  • Spending Time with Family

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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