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 1985. I help clients succeed by honoring their family values integrating them in their planning for and securing their financial objectives. We do so by investing time and energy into understanding what is most meaningful to them and their families and those organizations than have meaning for them. We are needs-based consultants who let those objectives drive all of our solutions.

I live in Minneapolis. I enjoy spending time with my wife, Mary Kate, and our four adult children, Patrick, Charlie, Kate and Margaret. For over 35 years, I have volunteered and served on many non-profit boards and organizations. I currently am a Trustee for DeLaSalle high school in Minneapolis, MN.

My areas of focus: Executives, Next generation, Philanthropists

Education

  • Carleton College: Bachelor of Arts, political science
MY OFFICE

 

101 E Fifth St
Saint Paul, MN 55101

advisor address map to101 E Fifth St
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

Trust and estate planning

Setting up a trust or beginning estate planning can be an emotional, confusing process. You are not alone. Let the knowledgeable administrators at U.S. Bank help you each step of the way.

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.