As a Partner with the Parr McKnight Wealth Management Group, with over a decade of experience, I help clients effectively plan their transition into the “work optional” phase of life. Being a practiced, trained, and thoughtful investment planner and manager, I graduated with a Bachelor of Arts Degree from the University of Minnesota in 2008 and quickly went on to earn my CERTIFIED FINANCIAL PLANNER™ designation. I was recognized as one of the 2022 Forbes Top Next-Gen Wealth Advisors Best-in-State.1
I grew up in Minneapolis and attended public schools where I played basketball and football and ran cross-country. Summers were spent fishing, waterskiing, and four-wheeling at our family cabin near Walker, Minnesota.
I am married to Jessie and we have three young children, JJ (6), Nellie (4) and Savannah (0). JJ is an origami, Rubik’s cube, and basketball enthusiast. Nellie loves singing, dancing, and all things Barbie. Savannah is the newest Rudi and is entertained by her big siblings.
On a personal note, I enjoy reading personal development, philosophy, and planning books, traveling, and being my family's gourmet chef. I am a bit of a news junkie also, which means I love staying on top of what's happening in politics, the economy, and markets. A people person by nature, I love the conversation beyond the chitchat, whether it's with a client, longtime friend, or someone I've bumped into at the playground.
As a team, it is our mission to enhance the quality of our clients' lives and bring prosperity and blessings to those we serve. I strive to help clients realize that they have what it takes to be successful, financially secure, and live the life of their dreams.
1. The 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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 use of logo. ↩