My childhood was not typical. I was born in New York City to a mother who immigrated from Sweden at age of 17 seeking adventure and opportunity, and to a father who fled the communist takeover in Cuba in 1959. I spent my childhood on the Caribbean island of Puerto Rico and in Mexico City. I attended Boston University and graduated with honors, earning a degree in Economics. For the last 42 years, Minneapolis has been home. I reside in the Western suburbs of the Twin Cities with my wife, soulmate, and best friend, Christine. Rumor has it I gave her a first kiss in 6th grade.
Christine and I have a blended family with five terrific kids; Taylor, a Client Support Engineer at SAP Concur; Tanner, attending Gustavus Adolphus College; Nelson, CERTIFIED FINANCIAL PLANNER™ professional, graduated from the University of Minnesota and joined our practice in 2016; Connor, a Data Analyst for Zayo in Denver; and Lily, a CNA for Presbyterian Homes in Spring Park.
Part of who I am comes from my three college summers working the graveyard shift at a giant grocery store distribution warehouse. I drove a forklift and loaded boxes of bulk groceries onto wooden pallets for distribution to stores all over Minnesota. Through this experience, I learned about hard work, attention to detail, discipline, consistency, process, and perseverance. It wasn’t terribly enjoyable at the time, but it taught me some great life lessons.
As a member of the Vistage CEO group, I’ve experienced personal and professional development through accountability with 14 CEOs from different industries. My participation in Vistage has not only helped me build and run a more successful business, but it allows me to give back and help others as well. We’re committed to one another with integrity and transparency to benefit our clients, our companies, our families, and our communities.
Recognized by Forbes Magazine as one of the BEST-IN-STATE WEALTH ADVISORS in 20201, 20211 and 20221, I have had the privilege of being a trusted Financial Advisor to families and institutions for more than 32 years. As a CERTIFIED FINANCIAL PLANNER™ professional and founding member of The Parr McKnight Wealth Management Group, I enjoy harnessing the collective talents of the team and the vast resources of our firm to make the greatest possible impact on clients’ lives.
Our team is like a family and our clients an extension of that family. The work ethic, camaraderie, and values are reflected in the success we all share. A reflection of our team’s success, I’m often honored and humbled with requests to speak at industry events designed to promote best practices.
As a team, it is our mission to enhance the quality of our clients’ lives and bring prosperity and blessings to those we serve. Simply put, I want to have a positive impact on the lives of other people and make my own small dent in the universe.
1. The Forbes Best-In-State Wealth Advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion. ↩