With more than 23 years of experience, I have the knowledge and experience in which you can feel confident. I use a friendly, down-to-earth, established process to build personalized strategies that help you reach your goals. We then partner together throughout your life to help keep you on track. My branch office administrator, Natalie, and I provide top-notch customer service and strive to exceed the expectations of our clients in everything we do.

In 2017, I was awarded the firm's exclusive Spirit of Caring Award, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back. I was one of only 213 financial advisors out of the firm's more than 16,000 to receive the award.

In 2007, I was offered the opportunity to become an owner of the firm (limited partner). I have also had numerous leadership positions over the years, including roles in client solutions, performance and growth.

In 1992, I graduated magna cum laude from the University of Wisconsin-Stevens Point with a degree in business and economics. I also earned the Wall Street Journal Student Achievement Award which is awarded to each school's top graduate in business/economics/finance. I then continued my education by earning the CFP® professional designation in 2001.

I believe strongly in supporting the community. I have been involved with many volunteer opportunities over the years. I have served as president of the South St. Paul/Inver Grove Heights Rotary Club and as chairman of the board of the River Heights Chamber of Commerce.

I live in Inver Grove Heights with my wife, Jodi, and our two children, Sydney and Connor. Both kids are now attending college. Our family also belongs to St. Patrick's Parish. In our spare time, we enjoy summer activities at our family cabin in Siren, WI. Our winter escape is usually to Arizona for a week to visit family, as well as a few clients.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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