As a Private Wealth Advisor Managing Director, 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 1990. I help clients succeed by developing strong personal relationships and having a deep understanding of their goals and what is most important to them. The value I provide is grounded in decades of experience and dedication to support my clients with "best in class" products/services to position them for goal achievement and success.

I live in Ham Lake, and serve clients in Twin Cities, Naples and Florida. I enjoy spending time with my wife, Nichelle, and supporting our three boys, Jared, Jason and A.J., as they transition from high school to college and beyond. I have spent many years supporting youth sports in our community as coach, mentor and volunteer. I also enjoy hiking and playing golf in the great Minnesota outdoors.

My areas of focus: Business owners, Executives, Retirees


  • University of Northern Iowa: Bachelor of Arts, management and finance


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.