My mission as a financial advisor is to help create, maintain, and protect wealth for retirees or individuals nearing retirement.
I accomplish this by taking clients through a well-defined financial planning process that allows us to intimately understand their inquire situations and financial goals. This financial planning exercise then assists us in formulating a customized wealth management approach for their investment portfolio. The desired outcome is for clients to achieve a confident and secure financial life. My goal is to build a lasting relationship of service and trust by intelligently planning for tomorrow through comprehensive financial planning and wealth management guidance today.
Qualifications
I began my career in financial services in 2009 after graduating from Saint John's University in Collegeville, Minnesota. I’ve passed the Series 7 and 66 Securities exams, Life and Health Insurance licenses and maintain a CERTIFIED FINANCIAL PLANNER™ CFP® designation.
Personal
I reside in Stillwater with my wife, Jamie and our three children, Hunter, Lucas, & Emelia. We also have a Red Labrador Retriever whom we all love very much. My Faith and serving God in all that I do is very important to me. In my spare time, I enjoy gardening, hunting, fishing, camping, cabins and most importantly, spending time with my family and loved ones.