Background
As an RBC Wealth Management financial advisor, I can offer you a wide range of services from helping you select individual investments to developing a suitable retirement or estate plan. As your life circumstances change, your financial situation and goals need to be reviewed to ensure you’re on the right track. This is an ongoing process. That’s why I will work with you, one-on-one, to design a comprehensive plan targeted to your specific needs and goals.
I graduated from the University of Wisconsin-Eau Claire with a Bachelor of Business Administration in accounting and finance. I have spent the past 30 years in the banking, trust and investment fields. My wife, Sarah, and I have been active members in the Woodbury community including volunteering for school and church activities and coaching my daughters’ sports teams.
But more important than my background is my commitment to you. I work for a company that believes our clients always come first. That’s why I don’t have any product sales quotas and can focus solely on your unique financial needs and on establishing strategies for meeting them. If you’d like help developing your retirement plan or just need a second opinion on your investments, please call me to schedule an appointment.
Experience
- 2018 – present: RBC Wealth Management, First Vice President – Financial Advisor
- 2006 – 2018: Wells Fargo Advisors, First Vice President – Financial Advisor
- 2001 – 2006: Edward Jones, Financial Advisor Areas of Focus Estate planning strategies Insurance IRAs and IRA strategies Retirement planning
Areas of focus
- Estate planning strategies
- Insurance
- IRAs and IRA strategies
- Retirement planning
