Our team loves to serve family leaders and business owners who desire to be effective stewards of their resources. We thoroughly enjoy helping our clients make informed financial decisions through every chapter of life.

We use established processes to listen and understand what is most important to our clients. We help them establish specific goals and recommend effective strategies for helping achieve them, and we're passionate about helping you monitor progress. We're honored to serve the folks who have entrusted us with their dreams, and we take very seriously the opportunity to change lives through disciplined processes and sound decision-making.

Family and friends are very important to me. Mary Beth and I have three adult children (two married) and two grandchildren. We love family times over good food and laughter. Our cabin on Washburn Lake and our home in Lakeville are favorite places to enjoy family and friends over cooking, wine tasting and board games.

Our family enjoys the outdoors, and I especially enjoy fishing of all kinds. Being on the water in beautiful settings, enjoying the challenge of trying various strategies and preparing great meals with the catch for guests... Those are special times for me. Whether it's our cabin lake, the Minnesota/Canada border lakes or salmon fishing in Alaska, these experiences remind me of the beauty and blessings of the outdoors.

Serving in the community is important to our family. We enjoy participating in church activities and volunteering at Feed My Starving Children, Treehouse and Guild Inc. The best times in my career have been occasions where we have invited clients and friends to participate in community service days where we jump in and do good, and then enjoy a meal together.

Our branch team would love the opportunity to meet you, if we already haven't. If there is anything we can do to help you make great financial decisions, we'd be honored. We hope our paths cross soon! Enjoy the day!

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Business Retirement Plans

My Personal Interests

  • Community Outreach
  • Fishing
  • Golfing
  • Cooking
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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