As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2000. I help clients succeed by providing specialized wealth management expertise for C-Suite executives. My clients are busy running successful companies and spending time with their families. They are looking for smart and creative solutions for their wealth. They want someone who has the expertise and grit to convert those solutions from ideas into reality. I partner with my clients' legal and tax experts to maximize their wealth and create a lasting family legacy.
I live in Minneapolis, and serve clients in Minnesota, Wisconsin, Florida and Arizona. . I enjoy creating new experiences with my wife and two teenage kids. We love traveling, golfing and scuba diving. My volunteer work revolves around using my financial acumen to impact youth. I'm a board member for the BestPrep organization and am a frequent speaker for their Financial Matters program at high schools and universities.
It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.