Wealth Advisor
.Tax Efficient Planning
Retirement Planning
After having a solo practice with Thrivent for many years, I was excited to team up with other financial professionals to form Journey Financial Consultants in 2008. While all kinds of products and solutions that can satisfy most needs are available to you when you work with us, I believe the best product we have to offer is the pooling together of my team’s unique personalities, collective abilities, network of relationships and professional expertise to provide you with comprehensive financial planning advice and guidance in your journey toward achieving your financial goals.
Professionally, I enjoy retirement distribution planning and estate and charitable estate planning strategies, and my area of expertise on the team is the implementation of complicated financial plans and investment accounts.
No matter what stage of life you are in, if you are looking for a solution focused in a single area, or you would like a partner to help build and navigate a comprehensive plan, my team at Journey Financial Consultants can find a solution that strengthens your financial security.
To learn more about Journey Financial Consultants, visit our website
Wealth Advisor for Thrivent-Journey Financial Consultants
I am a native of Minnesota and grew up in the North St. Paul area near my grandfather’s farm. I met my wife while attending high school and now she and I live in Cambridge on my own hobby farm raising corn, beef and pumpkins. One of my unique passions, in my spare time, is the conservation and restoration of farmland back to its natural environment and wildlife. While financial planning and land conservation can seem like they are very different paths to be on, they are quite alike in that it’s about planning for today, the future and the next generation and finding the resources and people needed to partner with to reach those goals.
Over the years I have had the privilege to collaborate with local agencies to restore areas of my own farm back to native prairie, wood lands and wetlands.
In 2017, an Anoka Ramsey biologist used my farm for a pollinator study, and we were able to come up with using pollinator friendly plants to create buffer strips around the wetland on my farm.
In 2019, with the help and cooperation of the Minnesota DNR, we planted over 60 bushels of acorns and other species to restore a 7-acre piece back into a wood lot. While I won’t be around to see those trees produce acorns, I look forward to my grandkids being able to play in a forest I planted for them!
My current project is to work with the US Fish and Wildlife Service to restore about 10 acres back to native prairie. We are removing current non-native plants and will reseed it with all native grasses and flowers. It should be beautiful when it is finished! Once that project is complete, the US Fish and Wildlife Service have expressed interest in helping us restore a 3 acre wetland that is currently farmed but is typically poor producing. I am really enjoying meeting with and working with all of the folks at the DNR and the US Fish and Wildlife Service as we work toward our mutual goal of land conservation.
I enjoy being very busy, so as long as I am outdoors, spending time with my family or working with clients on their financial planning, I am enjoying life. In addition to my wife, I have three children and eight grandchildren.
I would love to connect with you on LinkedIn or if you prefer follow my team on Facebook to see what we are up to.
- Wealth Manager
- CFP®
- LUTCF®
- FIC
- FINRA Series 6 – Investment Company Products/Variable Contract Representative
- FINRA Series 7 General Security Representative
- FINRA Series 66 – Uniform Combined State Law
- FINRA Series 63 – Uniform Securities Agent State Law
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New Brighton Office
939 Old Hwy 8, New Brighton, MN 55112
Cambridge Office
145 2nd Avenue SW, Cambridge, MN
To schedule an appointment call 763-754-2670
- CERTIFIED FINANCIAL PLANNER®
- Life Underwriter Trainers Council Fellow®
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
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Insights
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.