I am a Wealth Advisor integrating Environmental, Social and Governance (ESG) investing for a positive impact on our world. My business philosophy is rooted in a fiduciary standard of always acting in the best interest of my clients. I am a graduate of the University of Minnesota and a lifelong resident of Saint Paul. My passion is to enhance the lives of others while providing a meaningful way for them to have a positive impact in their community.
I maintain the FINRA series 7, 63, 24 and 65 securities registrations and hold a life/health insurance license. I also earned the Chartered Financial Consultant designation. As a financial advisor, I am dedicated to providing each client with a unique solution to meet their financial needs. I share my investment insight and ESG planning experience to help match clients to their ideal investment strategies.
I am often invited to share my investment insight and portfolio strategies with other professionals, including how to incorporate socially responsible and sustainable investing into portfolio construction.
In my time away from the office, I enjoy Beekeeping, playing hockey, and bowling. I value the quality time I spend with my wife and two daughters