Overview
24 years of investment, financial, risk and estate planning experience and a Certified Financial Planner Practitioner. Significant experience in helping business owners plan for their eventual exit as well as define and create their retirement plan. Adept at helping folks with legacy goals (family, charity, etc.) plan for and strategize around wealth distribution.
Education
Bachelors in Pastoral Studies (1998), Master's Degrees in Public Affairs (2012) and Master's of Business Administration (2019). Attained my Certified Financial Planner designation in 2005.
In the community
Rotary Member, Lions Member, volunteer at Minnesota Adult and Teen Challenge, volunteer at the local soup kitchen, and active in the Brainerd Chamber.