Financial Advisor
.Higher Education Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Welcome – thanks for visiting my site. I hope you will spend some time getting to know me and why I love what I do. I have two offices that are centrally located to help serve people in the south metro area.
As a Financial Consultant my goal is to develop life-long relationships with my clients and their families, staying in regular contact providing account information and updates. I take a holistic approach, advising my clients to make financial decisions based on their personal values and multidimensional goals. I feel that working together to put a financial strategy in place that helps you feel confident your future needs will be covered, is crucial.
I specialize in helping people be more secure in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of extended care, death, and disability
- Charitable giving
- College planning
If you are interested in learning more, please call or stop by one of my offices listed below.
No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I’ll use my extensive experience in retirement planning, investing, and college planning to assess your situation and develop a financial strategy designed exclusively for you.
I am proud to be a recipient of the Five Star Wealth Manager Award in 2021, 2022, 2023, 2024, 2025 and 2026. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4789 Twin Cities-area wealth managers were considered for the award; 624 (13% of candidates) were named 2025 Five Star Wealth Managers. For additional disclosures and methodology on this award, please visit https://fivestarprofessional.com/Search/Index?r=MSP&p=WM
I joined Thrivent in 2009, drawn in by their ability to integrate faith and finance, and hooked by their motto of being wise with money and living generously.
Beyond this, I was impressed by their competitive products and services that allow members to reach their financial goals and have financial confidence about their future. I am inspired by the life change members experience by joining the Thrivent family and by placing their finances in line with their faith. One of my greatest joys in life is spending time with my wife and five kids. I enjoy coaching my kid’s sports teams, and spending time outdoors.
- Lakeville Area Chamber Foundations Board Member
- Member of the Lakeville Chamber of Commerce Business Education Committee
- Habitat for Humanity volunteer
- Coach of local youth sports teams
- Feed My Starving Children volunteer
Impact isn’t just a goal—it’s a commitment we bring to life every day through service, generosity, and community engagement. I am proud of the meaningful change and impact that my team and our clients have accomplished over the years.
I am proud to be a supporter of Lakeville South HS Football. Go Cougars!
- FIC (Fraternal Insurance Counselor)
- Masters in Business Administration, Augsburg College
- RICP (Retirement Income Certified Professional), The American College of Financial Services
- CLTC (Certification in Long-Term Care)
- FINRA Series 7- General Securities Representative
- FINRA Series 66- Uniform Combined State Law
- Life & Health Insurance Licenses
- Advisor in Thrivent's College Planning Program
- 2021, 2022, 2023, 2024, 2025, 2026 Five Star Professional Award. For additional disclosures and methodology on this award, please visit https://fivestarprofessional.com/search/index?r=MSP&p=WM
In Person | Zoom | Phone
To schedule a complimentary consultation, select preferred option below:
In Burnsville Office | Online | Phone or call 952-277-2612
Burnsville Office
952-277-2612
3000 County Rd. 42, Suite 201, Burnsville, MN 55337
Lakeville Office
952-277-2612
19950 Dodd Blvd., Suite 102, Lakeville, MN 55044
- Masters of Business Administration/Management, Augsburg College of Business
- Masters in Business Administration
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Alaska
- Arizona
- California(Insurance Lic. #0I77034)
- Colorado
- Florida
- Georgia
- Iowa
- Kentucky
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nevada
- New Mexico
- North Dakota
- Ohio
- Pennsylvania
- South Dakota
- Texas
- Utah
- Virginia
- Washington
- Wisconsin
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Grief Support - Resources to help navigate loss.Jun 1, 2026, 3:00 PM UTC - Jan 1, 2027, 5:00 AM UTC
Coping with grief and lossLosing someone you love is a difficult experience. And in the midst of it all, there are legal and financial matters that need attention. Whenever you're ready, we're here to provide helpful resources for coping with loss.Grief Care – EmpathyThrivent has partnered with Empathy to provide you and your family with the guidance you need to get through the challenging weeks and months ahead. From settling the estate to dealing with grief, Empathy’s personalized, tech-enabled assistance and human support help beneficiaries handle the practical, logistical and emotional challenges that loss brings. They help ease the burden, so you can pay attention to the things that matter most. Learn MoreGrief Care – Infant Loss GrantThrivent offers a $5,000 grant to eligible clients who are coping with the loss of a newborn or stillborn child. We hope this grant will help with emotional healing, expenses, or self-care.Apply for the GrantTo learn about Empathy and the other grief member benefits we offer, click here. Thrivent Member Benefit
Building a Life, Not Just a Net WorthMay 14, 2026, 1:00 AM UTC - May 2, 2027, 4:00 AM UTC
Unlock a Better Life by Asking the Right QuestionsSahil shares the insights and frameworks that have guided millions toward a healthy, wealthy, and meaningful life. In this recorded presentation, you’ll discover battle-tested principles, tools, and frameworks to help you live your best life—physically, mentally, and financially. Don’t miss this chance to learn from someone on a mission to positively impact one billion lives.No products will be sold Livestream Recording
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations