As a lifelong learner, I have achieved my CERTIFIED FINANCIAL PLANNER™ certification.

Growing up on a small family farm in Washington State created an entrepreneurial drive in me. I live by the "work hard, play hard" motto, and I believe in laughing and having a lot of fun along the way. After graduating from Washington State University, I ventured to the Midwest to spend seven years with Continental Grain. I moved back home to Seattle (where, yes, it does rain a lot!) and tested my entrepreneurial spirit in an area where I had great passion throughout my life: financial services. Unfortunately, months of searching did not reveal the right cultural fit in the industry. Soon thereafter, however, a phone call with an old college buddy led me back to the food and agricultural industry for a 17-year career with Cargill.

Throughout my time at Cargill, my passion for long-term investing was never far behind, as I often found myself helping coworkers design portfolios and develop long-term strategies along the way. Years into my Cargill career, a chance meeting in Chicago with a partner from Edward Jones led to the opportunity I had been seeking all along.

My primary goal is to help you, an individual investor or small business, develop investment strategies geared toward your unique, long-term goals. Whether you need to plan for retirement, save for college or create tax-free strategies, I work closely with you, your CPA and attorney to help determine the most appropriate financial strategy for you and your family. I work tirelessly to develop robust strategies personalized to fit your goals while getting to know you through camaraderie and laughter.

While not working, I enjoy spending time with my wife, Robyn, and two daughters boating on Lake Minnetonka, playing racquetball, snow skiing and getting together with friends. I am actively involved in the SW Metro business community.

Please contact me to discuss your situation and options. I look forward to meeting you soon.

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

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