ABOUT ME

 

As a Private Wealth Consultant, 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 2004. I help clients succeed by taking the time to get to know them, and their family, in order to get a better perspective of their goals and objectives. This lays the foundation for the planning process and in helping them achieve their aspirations.

I live in Hugo, and serve clients in Twin Cities. I enjoy spending time with my wife, Kristin, and our four wonderful kids. In my spare time, I can often be found out on the lake fishing or coaching one of my kids' sports teams.

My areas of focus: Business owners, Executives, Next generation

Education

  • Hamline University: Bachelor of Arts, economics and business management
  • Hamline University: Master of Business Administration, economics
MY OFFICE

 

800 Nicollet Mall
Minneapolis, MN 55402

advisor address map to800 Nicollet Mall
RECOMMENDED READING

 

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Read article

Understanding potential tax law changes

The Biden administration and others have put forth proposals for legislation that would overhaul current income tax policies. U.S. Bank explains how changes can impact your own financial circumstances.

Read article

Planning for retirement

Learn more about what steps to take today to secure your future financially for tomorrow. Get tips on how to plan, save and invest for retirement from U.S. Bank.

Read article

About Private Wealth Management

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.