Thank you for visiting!
I proudly serve both the Twin Cities and Glencoe communities. I was born and raised in an agricultural community in central MN and have lived in the Twin Cities for 22 years. My parents were educators and small business owners, so I saw the value in continuous learning, hard work, and integrity in everything you do from a young age. Check out the About tab on my site to learn more about me and why I chose a career in this industry.
My practice specializes in guiding individuals and families in the following areas:
- Holistic financial advice
- Retirement planning focus with tax efficient accumulation and distribution strategies
- Late Stage College planning
- Risk and Investment management
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Chanhassen Office
- Phone:
- 612-324-2287
Hours
By Appointment Only - During Covid-19 pandemic
Glencoe Office
- Phone:
- 320-864-2022
Hours
Monday - Friday 9 am to 5 pm and by appointment
North Oaks Office
Hours
M – F: 9 a.m. – 5 p.m.