EXPERIENCE:
I began my career in the financial services industry in 2008 and have since been committed to helping individuals and closely held businesses navigate their financial goals with confidence, and clarity about their financial futures. My practice specializes in a comprehensive approach to financial planning, including retirement planning, investment management, and strategies for business owners. I focus on helping clients achieve their long-term financial goals while preparing for life's uncertainties. My engineering background equips me with strong problem-solving skills, allowing me to provide creative and effective solutions tailored to each client's unique needs. EDUCATION & CREDENTIALS:
- University of Minnesota - B.S. in Mechanical Engineering & MBA
- Accredited Investment Fiduciary (AIF®) designation
- Retirement Income Certified Professional (RICP®) designation
- Active member of the University of Minnesota Alumni Association
INTERESTS:
Outside of work, I enjoy biking, camping, and sailing, as well as giving back to my community through my involvement with White Bear Lake Rotary, the Greater White Bear Lake Community Foundation, and the White Bear Area Chamber of Commerce. I'm a dedicated family man, celebrating 40 wonderful years with my wife, Gloria. Together, we're proud of our children: Ryan, my business partner, who is married to Kim and has a daughter, Madeline; and Rachel, a medical resident married to Tyler, with a son, Lewis.
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