I began my career in the financial services industry in 1998 with Morgan Stanley, before joining RBC Wealth Management in 2013. In 1991 I graduated from the University of Wisconsin and I have obtained my Series 7, 31, 63 and 65 registrations.
I was recently selected to be a member of the RBC Wealth Management Portfolio Focus - Portfolio Manager Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses. To qualify for the Group, I have demonstrated a commitment to designing and managing investment strategies to help meet the individual needs of clients.
When I am not working I am active in Our Lady of Grace Men's Club, in Edina and can be found with my family Amy, Emma, Ruby and Sally, fishing and spending time in the Apostle Islands National Lakeshore.