Serving individuals and families in the Twin Cities area
- Navigating every aspect of your financial picture can feel stressful. You don't need to do it alone.
- I strive to help my clients shorten the learning curve involved with making financial decisions. When we work together, you can count on customized advice and a plan tailored to your individual situation.
- Getting started is easy. Reach out to schedule an appointment and we will work together on a roadmap to move your goals forward.
Areas of focus:
- Financial guidance
- Planning for retirement
- Investment management
- Protecting loved ones with life insurance or disability insurance
- College planning
My office is conveniently located in Eagan and I serve individuals and families in Eagan, Apple Valley, Lakeville, Mendota Heights, Burnsville, Farmington, Prior Lake, Minneapolis and St. Paul. I am also licensed Wisconsin, Kansas, and Iowa.
In Person | Virtual - Zoom | Phone