Your Future
Located in the Superior National Forest in Virginia, Minnesota, I work with clients throughout the United States.
My mission is to help each one of my clients make well-informed and intelligent financial decisions that help them achieve financial comfort and pursue their goals and dreams. I work closely with each client to help them organize their finances and provide the highest quality, objective investment advice and options available
I value educating my clients, and I make the effort to explain to them the nature of the ups and downs of the markets related to their individual portfolio. I monitor each client’s investment portfolio frequently and make changes whenever necessary based on client risk tolerance, current market/economic conditions etc.
When working with clients, I maintain an extremely high level of communication and personal availability so that each individual can feel comfortable with their investment decisions. I strive to answer my clients’ questions in an expedient manner so they can get back to their families, hobbies, careers etc.
Please contact me today to learn more about how I can help you pursue your goals.
Helpful Content
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
View all calculators
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.