What I love about being a financial professional is that I partner with clients to create a roadmap towards achieving their financial goals. I love to encourage clients and see the progress around important financial decisions that we all make throughout our lives. Also, I have experienced some of the challenges in life that create financial events for clients. I lost my father in law and then my father 9 years later in my twenties and thirties. In both of these difficult losses for our family, I saw how one or two financial decisions can create a positive or negative wave across a client’s relationship with money.
My core belief is if I can guide clients on even one financial decision that they are likely better off because we had a conversation or two around something they valued. This makes me excited to meet new people everyday and I can’t wait to meet you next.
Education & Accomplishments
Chartered Financial Consultant (ChFC)
Life & Health Insurance License
FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combine State Law
M.A. in Communication – Bethel University
B.A. in Communication – Concordia College
Former Congregational Council Member – St Andrew Lutheran Church (Eden Prairie)
Twin Cities Habitat for Humanity – Volunteer