I began my career in the investment industry in 2015 as an institutional broker with a regional firm in Minneapolis, MN. During this role, I learned the intricacies of trading on the front line and concentrated on protecting portfolios in volatile markets. Partnering with Merrill in January 2019, I apply this knowledge to guide clients while offering a comprehensive approach to managing wealth and preparing for future needs.
I live in Sioux Falls with my wife Sophia, my son and two daughters. We love all of the things that the Midwest has to offer. When I'm away from business, I enjoy playing golf and cheering on the Minnesota Vikings. I am happy to answer any questions you may have about your current financial state and how to reach your future aspirations.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
