Qualifications/Professional history/Community
In 2007, I began my career as a financial advisor at Merrill Lynch. I learned how to manage clients’ risk/needs in a short period of time with the recession beginning shortly after. I wanted to further my career/studies, so I attained my CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 2013. In 2017, after 10 years at Merrill Lynch, I moved to RBC Wealth Management.
Education background
In 2006, I graduated from Arizona State University with a Bachelor of Arts degree in communication.
Personal
I was born and raised in Minnetonka, Minnesota. My wife, Noemi, and I moved to Stillwater from Uptown Minneapolis in 2017 for an opportunity to work at RBC Wealth Management.
