Growing up playing team sports, I’ve always understood that reaching one’s goals is a collaborative effort. This belief was a significant driver behind my decision to become a Financial Advisor, enabling me to use my skills and passion to help clients achieve their financial dreams and shape their desired future.
My career began with a large retirement plan provider where I helped corporate businesses effectively manage their retirement plans. Today, as an Associate Financial Planner at Freedom Financial Partners, I work with business owners, executives, and clients approaching retirement, guiding them towards their financial objectives.
Playing hockey, I constantly heard the famous Wayne Gretzky quote, “A great player plays where the puck is going to be.” Similarly, I take a forward-thinking approach when helping my clients develop their financial plans. I take pleasure in anticipating future decisions and obstacles that may arise and crafting a financial plan that aligns with their values and life goals.
Recognizing that financial planning often intertwines with personal values and life goals, I am committed to helping my clients make informed financial decisions that serve their immediate needs and secure their future. My ultimate goal is to provide my clients with peace of mind and the security of a well-crafted, financial plan.
I’ve always found joy in working with numbers and making a difference in people’s lives, and I am thankful for the opportunity to do so every day as part of the fantastic team at Freedom Financial Partners.
On the personal side:
Originally from the south Metro, I am happy to now call Woodbury home. When I am not working you can likely find me on the golf course or exploring new restaurants and breweries with my wife Ally. We also enjoy relaxing at our cabin up in the Crosslake area whenever possible.
Education, Licenses and Financial Services Activities:
- Iowa State University, degree in finance
- CERTIFIED FINANCIAL PLANNER (CFP®)