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


  • Carleton College: Bachelor of Arts, political science


101 E Fifth St
Saint Paul, MN 55101

advisor address map to101 E Fifth St


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Understanding potential tax law changes

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Trust and estate planning

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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.