I’m a Lake Elmo–based financial advisor who helps individuals and families across the East Metro and western Wisconsin, including Woodbury, St. Paul, Oakdale, and Hudson, WI, build personalized, tax-smart financial strategies. Financial planning is about more than managing numbers; it’s about creating peace of mind, protecting what matters most, and making confident decisions aligned with your life and values.

Personalized Financial Planning for East Metro Families

I work closely with individuals and families to help them build and manage their wealth with clarity, purpose, and long-term confidence. Whether you’re just getting started, preparing for retirement, or navigating a major life transition, my role is to help you create a financial strategy aligned with your real life, not a one-size-fits-all approach.

What It’s Like to Work With Me

You can expect open communication, thoughtful guidance, and a personalized approach built around your priorities. My process is educational and collaborative, designed to simplify complex financial topics so you feel informed, confident, and in control at every step.

From understanding where you are today to building a plan that adapts as life evolves, I walk alongside you throughout the journey.

Community Roots, Professional Guidance

With deep roots across the East Metro, I’ve built lasting relationships by helping individuals and families plan with clarity and confidence. This isn’t just where I work, it’s home.

I proudly serve clients in Lake Elmo, Cottage Grove, Woodbury, St. Paul, Oakdale and Hudson, Wisconsin, and I’m honored to be a trusted guide on their financial journey. While the East Metro is my primary community, I also serve clients throughout Minnesota, Wisconsin, and across the country.

Education & Professional Credentials

FINRA Series 7 – General Securities Representative
FINRA Series 66 – Uniform Combined State Law
Life & Health Insurance Licenses
Master’s Degree, Southwest Minnesota State University
Bachelor’s Degree, University of Minnesota–Duluth