Qualifications
In 1991, I earned a Bachelor of Business Administration degree from the University of Minnesota, Duluth. I have been in the financial services industry since 1992 working at Morgan Stanley Smith Barney for 18 years prior to joining RBC Wealth Management in 2010. I hold the Series 7, 63, 65 and life & health insurance licenses. In addition, I have completed extensive financial planning coursework and continuously strive to develop my knowledge of investment and wealth management topics.
Personal
I live in Eagan, MN with my wife Stephanie, two children, and dogs. I enjoy sports, a variety of outdoor activities, cooking, landscaping, travel, and coaching youth sports.
I’m very appreciative of introductions to family, friends, and colleagues who may be in need of wealth management planning advice, lifetime income planning solutions, or just a second opinion on their finances/investments.
