I have my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Prior to providing professional wealth management services, I practiced as a CPA®, PricewaterhouseCoopers (PwC) consulting Fortune 500 companies in tax.
I passed the Series 7 and Series 65 exams and have numerous state insurance licenses.
Former member of the Minneapolis Morning Rotary Club and the Eden Prairie Morning Rotary Club and served on its board.
I reside in Eden Prairie with my son Jackson and daughter Elle. My outside interests include reading, staying active at LifeTime Fitness, playing basketball, golfing and skiing.