Partner and Financial Advisor
How do you help clients Invest in Peace of Mind?
I assist clients in achieving peace of mind by gaining a clear understanding of where they are and where they are headed. My approach involves creating a detailed plan, giving honest advice, and always putting their needs first. My team and I help clients stay organized, prepare for the unexpected, and focus on what really matters—enabling them to feel confident and worry less about their finances.
What are some important things to consider when choosing a financial advisor?
When selecting a financial advisor, it’s important to find someone who is qualified, trustworthy, and easy to work with. Ensure that they possess the appropriate credentials and can commit to acting in your best interest (as a fiduciary). Look for an advisor who communicates effectively, is easy to contact, and with whom you feel comfortable sharing your financial information.
How do you like to spend time outside of the office?
I enjoy spending time with my family, especially supporting my kids at their hockey and lacrosse games. We also enjoy hiking, biking, playing golf, taking road trips, or simply relaxing at home. Staying active and spending quality time together helps me recharge.
Professional Designations & Credentials
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Investment Advisor Representative
Education
- Minnesota State University | Bachelor’s Degree in Finance; Financial Planning concentration