I work with individuals and families who want to take an intentional approach to their financial decisions—especially when those decisions involve taxes, long‑term priorities, and the people they care about most. My focus is on helping simplify complex topics and providing clear, thoughtful guidance so clients feel more confident navigating each stage of life.

Rooted in the community I call home; I take a values‑based and highly personal approach to my work. I believe financial planning is most effective when it starts with understanding what matters to you, your goals, and the legacy you want to build. From there, I help explore strategies designed to support those priorities in a way that feels intentional and practical.

My wife, Katy, and I are raising our two children here, which gives me a firsthand appreciation for the real‑life financial decisions families face every day. That perspective shapes how I show up for the people I work with—focused on clarity, purpose, and long‑term direction.

Education & Accomplishments

• MA - University of St. Thomas - School of Education
• BA - Gustavus Adolphus College
• Life & Health Insurance License
• FINRA Series 66 Uniform Combined State Law
• FINRA Series 7 General Securities Representative

Families and individuals who want to make intentional, tax‑efficient financial decisions that support the life they value most.

Families and individuals planning for major milestones—such as funding education, building reliable retirement income, or strengthening long‑term financial security—and those who appreciate thoughtful guidance rooted in personal goals and values.

• Crafting holistic financial plans aligned with your personal values
• Building tax‑efficient strategies to maximize long‑term outcomes
• Designing college and education funding plans
• Developing reliable retirement income strategies
• Providing guidance to enhance financial confidence and security