- CERTIFIED FINANCIAL PLANNER™
- CHARTERED FINANCIAL CONSULTANT ®
- Behavioral Financial Advisor™
- Series 7, 66 registrations
- Licensed agent for life and disability insurance
- Member of the Financial Planning Association of MN
I enjoy being a Financial Advisor because I have the opportunity to work with clients to identify their financial priorities, and to integrate these priorities with attainable goals and actions. Money is a tool for many things, and collaborating with clients to discover what is most important to them is extremely rewarding. I truly enjoy the process of sitting down with clients to figure out how to successfully align their financial decisions with their goals.
Outside of the office I enjoy spending time with my wife, Adriana, and my twin daughters, Elise and Annika. We live in the City of Crystal, and have access to so many great activities within just a short drive from our house. My wife and I are fortunate to be able to take our girls to parks, lakes, museums, and to just about anywhere in the diverse Twin Cities Metro area. I also enjoy spending time golfing, reading, exercising, and giving back to the communities in which I live and work. I am a member of the Financial Planning Association of MN and past member on the Pro Bono Committee, am a member of the Board of Directors of Osman Shrine Temple, and also a member of the Finance Committee for The Center for Victims of Torture.