As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Minnesota State Bar Association
- Financial Industry Regulatory Authority
Arbitrator - YouthLink
Board of Directors, Chair - William Mitchell College of Law
Alumni Association Board of Directors - St. Paul Area Council of Churches
Board Member
- Wealth Management
- Financial Planning
- Education Planning
- Retirement Planning
- Annuities
- Fixed Income
- 529 Plans
- Municipal Bonds
- 401k Rollovers
- Socially Responsible Investing
- Certificates of Deposit
- Exchange Traded Funds
- Long Term Care Insurance
- J.D. - Law, 1988
William Mitchell College of Law
St. Paul, MN - B.A., cum laude - Journalism, 1980
Drake University
Des Moines, IA - Family Wealth Director Designation
- Certified Divorce Financial Analyst Designation
- Financial Planning Specialist Designation
- Series 8 - General Securities Sales Supervisor, 1993
- Series 31 - Managed Futures & Commodities
- Series 65 - Investment Advisory Agent
- Recognized as a FIVE STAR:
Best in Client Satisfaction Wealth Manager
Chosen by Clients & Financial Industry Professionals
MPLS/STP Magazine & Twin Cities Business Magazine
January 2009, 2010 & 2011 - Recognized as #1 among Financial Advisors
Minnesota Business Journal
Top Wealth Advisors Article - Jan 20, 2006 Issue
- 1984
- Present: Morgan Stanley Smith Barney
Senior Vice President
Family Wealth Director
Financial Advisor
Minneapolis, MN
St. Paul, MN - 1981
- 1984: Piper Jaffray & Hopwood
Registered Representative
St. Paul, MN
See Market Insights for the latest edition of the Global Investment Committee Newsletter: On the Markets.
We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.



