I’m passionate about helping clients work toward their financial goals while building strong, trusted relationships along the way. I believe in serving others and contributing to a collaborative team environment where everyone is aligned around a shared purpose. With a strong background in business, data analysis, and process improvement, I focus on delivering thoughtful support and exceptional service so clients feel confident and well cared for at every step of their financial journey.
I earned my Bachelor of Arts in Business from Bethel University, graduating summa cum laude. My professional experience includes supporting advisors through process improvements, technology enhancements, and data-driven insights that improve efficiency and the overall client experience.
Outside of the office, I enjoy playing pickleball with my wife and friends, cheering on the Minnesota Vikings, and traveling.