Qualifications
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.
Professional affiliations
Former member of the Minneapolis Morning Rotary Club and the Eden Prairie Morning Rotary Club and served on its board.
Personal
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.