I was raised in a Midwest family of entrepreneurs. My youth was spent playing in the rock and sand piles of the family sand and gravel business. In my teen years, my family owned and operated a ski resort in Wisconsin. At the University of Minnesota, I graduated with a degree that I designed encompassing both finance and economics. Living in Minnesota for over 20 years, I now reside in Woodbury with my wife Heather and our three children, Owen, Isaiah, and Kjerstin. We enjoy travelling and spending time together outdoors.
My family's ownership in small businesses taught me firsthand the hard work and dedication that is required to make a business successful. Additionally, having a sister with special needs who will never be able to live on her own helped me to realize the importance of proper planning for everyone. Every person has unique situations that must be evaluated in order to find a solution and make a plan.
I joined the practice as a Financial Advisor in 1998 and am a founding member of The Parr McKnight Wealth Management Group. Since then, I have been recognized by Forbes Magazine as one of the BEST-IN-STATE WEALTH ADVISORS in both 2021 1, 20221 and 20231. Playing an instrumental part in the team's management of more than 50 public pension plans, I keep my experience up-to-date by participating in the Minnesota Office of the State Auditor's Working Group. As a portfolio manager for our teams' strategies, I oversee strategy implementation and all changes the advisors decide upon.
I enjoy spending time with my family and coaching youth sports for my kids. As an avid downhill skier, I've skied throughout the U.S. and Europe. Staying in shape is important to me, and I accomplish this by lifting weights, working with a personal trainer and practicing yoga. My other interests include travel, nutrition and NFL football. Growing up in Wisconsin, I'm naturally a Green Bay Packers fan.
As a team, it is our mission to enhance the quality of our clients' lives and bring prosperity and blessings to those we serve. My mission is to help clients accomplish their goals in all facets of their lives. I strive to understand the motives behind someone's hopes, dreams and aspirations, which allows me to have the greatest possible impact on their lives.
The Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee Paid for the use of logo ↩