I have been in the financial service industry for 20yrs and feel that asking the right questions help deliver the best wealth management experience. My team and I believe that wealth creates unique opportunities and challenges. This is where the right questions intersect with sound and prudent guidance.
Questions are the cornerstone to help my team build out a personal wealth management plan that is tailored to you and your family’s needs. Once we agree upon the path, my team leverages Merrill’s 100yrs of investment experience with the banking breadth of Bank of America to execute at the highest level.
My commitment to my clients begins at the first question and continues with ongoing discussion over many years to help us refine our goals and wishes to create clarity in an unclear world.
My goal is to work with a limited number of families and business. This approach allows my team to deliver a strong multigenerational relationship model, sound investment advice and planning for whatever the markets or life can throw at us.
Personally, I live in Stillwater, MN with my wife Andrea, daughter Zoe, son Carter and our Alaskan Klee Kai Scooby Doo. We enjoy spending time downtown, at the cabin, at a gymnastics meet or on the river.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
