With over 25 years of industry experience I offer a deep understanding in planning areas of retirement, income, investment, tax, estate, insurance, and equity compensation. My goal is to partner with clients in helping them achieve their financial goals, provide them with peace of mind, and give them confidence in their financial decisions.
My wife Kelly, our son Evan, and dog Gracie live in Minnetonka, MN. We enjoy golfing, playing video games with Evan, and taking relaxing vacations in warm weather climates.
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.