Please see below (scroll to the bottom of the page) for my Northern Minnesota office locations in Carlton and Grand Rapids.

I believe good financial planning is about caring for those we love. 

My approach is designed for those who are ready to implement that plan.

If you choose to meet with me - here's what to expect:

Our First Meeting

This is our time for introductions, and for you to share what's important to you. After our conversation, you can decide if we're a fit - or you can sleep on it. I am in no rush for you to make a decision.

Our Second Meeting

This is where we go deeper into your financial situation - where you are now and where you want to be. I will be gathering information from you to help me with the next step.

My Analysis

This is when I use my resources, and experience to build recommendations specifically designed for you.

Our Third Meeting

During this meeting, you will have the opportunity to review my recommendations designed to help you achieve your stated, financial goals. You can then decide how you want to move forward.

Ongoing Strategy Meetings

Our strategy meetings will help keep your plan flexible and effective as your circumstances and priorities change throughout the years.