The world of finance and wealth management is unique. It’s a world that affects every single one of us, but its complexity keeps too many people from fully understanding the complicated factors that affect them. Too often, I’ve seen people who think they’re doing everything right—who may have been told they’re doing everything right—but who are missing out on opportunities that could take them from “muddling through” to “smooth sailing” and give them a future they never thought possible.
That’s why I do what I do. That’s why I’m passionate about wealth management. It’s like an ever- evolving game of chess with personal and economic priorities, as well as social, political and even global ramifications that all need to be managed. Strategically. It’s an incredible challenge that I’m honored to take on alongside my clients.
I’ve immersed myself in the complexities of this field, earning a BA from the University of Minnesota – Twin Cities in Political Science with a focus on International Political Economy, an MBA from the Carlson School of Management, and I’m certified as a Chartered Retirement Planning Counselor by the College for Financial Planning. You can be confident I’m fully qualified to practice as a Private Wealth Advisor, and you can count on me to bring my full expertise to every opportunity we explore, and every move we make together.
I truly believe that everyone should have access to quality financial advice. That the world of finance shouldn’t be walled off only for the select few. That’s why I offer my services to as many people as I can. And it’s why I work through Investors Financial Group, so I can provide objective financial guidance, putting my clients before any organizational relationships or proprietary product sales.
I’ve built an independent practice that delivers exceptional financial service and strategy, with holistic wealth management solutions. As your partner, I will work together with you to manage your wealth, seek out valuable opportunities, and empower you to pursue your aspirations. My greatest satisfaction comes from working with clients long-term, where over the course of many years, we see our strategies grow and evolve, and watch their dreams and goals come to fruition.
You don’t have to take my word for it. I’ve been a Five Star Wealth Manager Award Winner* every year since 2016. You can read about my Award Announcement in Forbes magazine in 2019. And I made the Under 40 Wealth Managers Award Announcement section in the Sept 2020 issue of Fortune Magazine. But personally, I measure my success the way my clients do. By the goals we’ve achieved together, the wealth we’ve managed to grow, and the life I’ve enabled them to live through sound, strategic wealth and asset planning.
If you’d like to see that process for yourself, call me. I’d love to see what we can accomplish together.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Mangers.