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 2008. I help clients succeed by engaging them in an in-depth discussion of their core priorities and values. From that conversation, I enlist a team of U.S. Bank professionals to design and implement a strategic personal wealth plan for the client.

I live in Chanhassen, and serve clients in the Twin Cities area. I enjoy reading, playing and watching sports, spending time with my family and networking-both personally and professionally.

My areas of focus: Business owners, Doctors, Executives, Wealth creators

Education

  • University of Wisconsin - Eau Claire: Bachelor of Business Administration
  • Keller Graduate School of Management in Milwaukee, WI: Master of Business Administration
MY OFFICE

 

800 Nicollet Mall
Minneapolis, MN 55402

advisor address map to800 Nicollet Mall
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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.