Beyond helping you build, preserve, enjoy and share your wealth, after three decades of providing professional wealth management services, I have the background necessary to help you to define what your goals and dreams may be. To help demonstrate my commitment to providing excellent service and well-qualified investment recommendations, I have earned the Accredited Wealth Manager and Chartered Retirement Planning Counselor designations. Prior to my career in financial services, I earned a bachelor’s degree in economics from the University of Michigan. While there I received the Fielding Yost Award, which goes to the most outstanding student athlete. I also have received the honor of being called an Eagle Scout.
My wife, Jackie, and I have six children and live in Mahtomedi, Minnesota. Outside the office I have been the assistant coach for last eleven years for the Mahtomedi High School boys hockey team. In addition, I am on the board for Treehouse and a member of St. Andrews Lutheran Church.