Our Team

I am driven as adviser by both my personal and professional experience.  My wife and I are both busy professionals with three busy children.  I really enjoy working with busy families of professionals helping them protect what is important and reach their goals.  Professionally, I have been a small business owner providing services and solutions to business owners since 2004.  All businesses have unique challenges and face an ever changing environment.  Helping to understand these challenges and design solutions to be successful is my favorite thing to do.

When I am not working I enjoy being active in my church and community.  I love spending time with friends and family as well as meeting new people. 

Thanks for taking the time to find out a little more about me.  I have 10+ years of experience in the financial services industry.  My focus is on helping people develop and maintain a plan to achieve their financial goals.  My experience has taught me that each situation is unique, but creating and monitoring a plan gives you the very best chance of succeeding.  An educator by training my clients consistently tell me that they appreciate the way that I am able to translate complicated concepts into easy to understand language and visuals.

My wife and I have been married for 20+ years and enjoy spending time recreating outdoors and traveling.  I have visited all 50 states and each of the Canadian provinces and I’m happy to pass along tips about places to go and see or visit.  My passion outside of work is to spend as much time in my drift boat fly fishing for musky, pike, and small mouth on the rivers of Minnesota and Wisconsin.