One of the great joys of my career has been co-founding Freedom Financial Partners and helping build a firm centered on values-focused financial planning. Since entering the financial services industry in 1993, I have worked with business owners, professionals, and retirees to make thoughtful financial decisions and build long-term plans around what matters most to them.
I have a particular passion for helping business owners connect their personal financial goals with the businesses they have spent years building. After earning the Certified Exit Planning Advisor (CEPA) designation, I expanded that work to help owners better understand the value of their businesses, assess their readiness for an eventual transition, identify opportunities to reduce risk and increase value, and align their business, personal, and financial goals. That may include preparing for a future sale or succession, evaluating a liquidity event, or simply taking steps today to create a stronger and more valuable business. I also work closely with CPAs, attorneys, tax professionals, estate planners, and other advisors so owners can approach these decisions with a coordinated team.
I lead the investment management side of Freedom Financial Partners, continually evaluating investment strategies and helping clients understand major market events in the context of their long-term plans. I am also heavily involved in our retirement plan practice, helping business owners establish and manage 401(k) plans that can grow alongside their companies and help their employees prepare for retirement.
What I enjoy most is helping clients see possibilities they may not have realized were available to them—whether that means retiring earlier than expected, supporting family members, preparing for a business transition, or making important financial decisions with greater clarity and confidence. Our approach starts with understanding each client’s goals and values, then bringing together the planning, investment, retirement-plan, and outside professional resources needed to help move those goals forward.
On the personal side, I enjoy spending time with my family in Woodbury and getting outdoors whenever I can. You can often find me fishing, hunting, at the ice rink watching my daughter skate, out for a hike, or relaxing at home on the patio with my wife. I am also a shooting sports enthusiast and classic muscle car buff, and I really enjoy spending time working on my classic car with my son.
Education, Licenses and Financial Services Activities:
- Chartered Retirement Plans Specialist (CRPS®)
- Accredited Investment Fiduciary (AIF)
- Certified Exit Planning Advisor (CEPA)
- Professional Plan Consultant (PPC)
- Registered Social Security Analyst (RSSA)
- Certificate in Blockchain and Digital Assets (CBDA) from Digital Assets Council of Financial Professionals & New York Institute of Finance
- Life, Health and Accident Insurance Licenses
- Member of Financial Planning Association and RIA Digital Assets Council
- Graduate of Minnesota State Mankato with double major in Finance and Insurance/Real Estate
