Senior Financial Advisor
I grew up in northern Minnesota, being born in Duluth and living in Two Harbors for a few years before finishing most of the rest of my schooling and high school in Cloquet. Minnesota, and particularly northern Minnesota is in my DNA. I attended college in Arizona for a short period of time before finishing my schooling at Lake Superior College. My wife, Julie, and our children, Mallorie, Nolan and Kendall live in the west metro city of Plymouth.
As a family, we like to make trips adventures. We've done a houseboat 3 different times in the summers, we naturally go up to the north shore and to Duluth - and I have even been successful in getting my family to camp while there.
Out of college I spent several years knocking on doors selling cable, phone and internet door to door. This is a job not many want to do. But what this taught me on hot summer days and freezing dark winter nights, was that what when someone opens their door for you - you simply have to listen. I have never forgotten that, and listening to the members of the families we work with is the cornerstone of what make us successful.
Since 2002 I have been fortunate to be an advocate for the finances of the families I work with. As a Senior Financial Advisor, my knowledge differentiators include stock options, pensions, wealth transfer and succession strategies, philanthropy and estate planning strategies.
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 can allow me to have the greatest possible impact on their lives.
CA Insurance Lic. 0M17262 - MN Resident