Qualifications
I have been helping my clients reach their financial goals for over 33 years, the last 27 with RBC Wealth Management. In 2005, I earned the firm's internal professional designation of Accredited Wealth Manager (AWM) through an education program in conjunction with Michigan State University. By attaining the AWM designation, I have demonstrated advanced knowledge of the firm's wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate and trust planning strategies. I recently earned the designation of CRPC (Chartered Retirement Planning Counselor). This designation encompasses pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process. I was also chosen to be a member of the firm’s consulting group because of my dedication to building and maintaining a consultative, advisory fee-based practice while exhibiting a commitment to strengthen my consulting skills. In 2009 I was named to RBC's Director Council as recognition and reward for my outstanding achievement and excellence.
Personal
I was born and raised in Wisconsin, and live in Minnetonka with my wife, Kristen and our two sons, Nicholas and Bennett. We are active in various community organizations such as the United Way, Minneapolis Institute of Art, Habitat for Humanity, and The Minnetonka Community Education Fund. In our free time, we enjoy sailing, golfing, skiing and spending time at our cottage in Bayfield, WI.
