ABOUT ME

 

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 1991. I help clients succeed by taking the time to understand their unique needs, goals and preferences. I then work with a team of wealth specialists to provide services to work towards those goals. I feel it is important to communicate with the client frequently as they go through this process.

I live in Eagan, and serve clients in Twin Cities . I enjoy spending time with my wife and family. I also enjoy walking in the neighborhood and hiking in our many state parks.

My areas of focus: Modern families, Next generation, Retirees

Education

  • University of Minnesota-Duluth: Bachelor of Business Administration, finance
MY OFFICE

 

101 E Fifth St
Saint Paul, MN 55101

advisor address map to101 E Fifth St
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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.