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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
View all calculators
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.