I grew up in North Dakota as the youngest of five children where I learned small-town values and work ethic. I've leveraged that spirit into a successful practice with 15 years of industry experience in helping clients reach their goals. I'm happy to say that my business is more than just a job - it's an opportunity for me to make a difference in the lives of families and businesses in our community.

I want to understand what's most important to you so that we can use an established process to create a personalized strategy to reach your goals. My branch office administrator, Lynn Gilligan, and I want to partner with you throughout your life to help keep you on track. Let us worry about your financial matters so you can be stress-free. We work with individuals, families, successful professionals, business owners and people with complex needs.

I graduated from the University of North Dakota with a BS in business and public administration. I have continued to learn and grow and have earned the CRPC®, AAMS® and CFP® professional designations.

When not at work, I enjoy spending time with my family and a multitude of outdoor activities. Our two children are extremely active in hockey, dance and baseball. These activities keep my wife, Kirsti, and I constantly on the go, and we wouldn't have it any other way!

I would love the opportunity to invest some time to find out what's most important to you and how I can help you reach your goals and fulfill your hopes and dreams.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Intergenerational Planning
  • Charitable Giving
  • Divorce Finances

My Personal Interests

  • Aviation
  • Hockey
  • Golfing
  • Fishing

Office Information

Office Address

205 South Lewis Street Shakopee, MN 55379

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 06:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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