I am a financial advisor serving families and small business owners focused mainly on the Minneapolis metro area. Prior to becoming a financial advisor, I spent 10 years as a Marine Corps officer, and today, continue to serve as a Major in the United States Marine Corps Reserve. As such, I focus on financial services for military veterans and families nationwide. I typically work with individuals as they transition from a civilian career into retirement or into new job opportunities. I partner alongside clients to help them navigate their unique circumstances. My clients can expect to work through an established process that focuses on organizing their wealth, building wealth, protecting wealth and transferring wealth strategies.

If I have the honor of being your financial advisor, you can be confident that I am firmly committed to a long-term relationship with you and your family. I want to serve your family throughout each stage of life—through job changes, births, health challenges and even deaths. Each step of the way, I will be ready and available to help tailor your financial strategy for the stage of life you are in. I believe hard work and open, honest communication are the keys to building long-standing, successful relationships with my clients.

After traveling and serving around the world, I fully understand that the liberties and freedoms we have in America should not be taken for granted. It is my privilege and honor to serve as a steward and partner to my clients as we undertake this great adventure called life.

On a personal note, I am blessed with a wonderful family. While I love being a financial advisor and Marine officer, my greatest accomplishments are becoming a husband and a father. I’m married to my college sweetheart and better half, Bethany, and together we have two young children. Most of my free time is spent with them, playing soccer, exploring the outdoors and reading books (usually the same one for the sixth time).

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More