Why I do what I do
Why I do what I do
I'm dedicated to helping small-business owners and their employees achieve success through personalized financial planning strategies, expert guidance and a commitment to help them reach their financial goals.
I serve members in…
Wisconsin, Minnesota, Florida, Georgia, Illinois, Indiana, Colorado, Ohio, Texas and Washington.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, stocks, bonds, ETFs and mutual funds.
I enjoy working with…
business owners and people preparing to transition into retirement (5-10 years away). I'm also very involved with the hockey community, and I enjoy working with hockey families.
I attended…
the University of Minnesota Duluth, where I received a bachelor's degree in finance.
I am very proud of…
obtaining all four Modern Woodmen Sure Start Awards. These are given to representatives who are building a successful practice.
The best part of my career is…
being a trusted partner in guiding businesses toward success and growth as a result of strategic financial planning. Being part of that journey and seeing the positive impact on the businesses I work with is incredibly rewarding.
