Experience

Personal & Community

• My wife and I have two adult children, and four grandchildren
• I am active in a number of local non-profit Boards of Directors
• I enjoy golfing, walking, business reading, and attending sporting events

Accomplishments

• Certified Public Accountant - non practicing
• Holds Chartered Retirement Plans Specialist (CRPS) designation
• Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
• Participated in Stanford University Graduate School of Business Wealth Management workshop in 2009.
  
  

Education

• B.S. Accounting and Business, University of Minnesota

Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

Personal & Community

• My wife and I have three adult children and live near Lake Harriet in Minneapolis.
• My philanthropic focus is the John Durand Scholarship Fund.
• I enjoy anything outdoors, especially at our cabin in Wisconsin. 

Accomplishments

• Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
• “40 Under 40” Award recipient, The Business Journal, Milwaukee, WI. 1994

Education

• B.A. at the University of Wisconsin-Madison in International Relations, with an emphasis on Economic Development of Third-World countries

Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

Personal & Community

• I grew up in Minneapolis.
• My wife Leslie and I live in Bloomington.  We have three grown children.  Our son Joe works at UBS.
• I have coached youth soccer and hockey teams, along with being former President of the Jefferson Hockey program.
• I enjoy many outdoor activities including cycling, hockey, soccer, golf, and tennis.
• Special Olympics hockey coach

Accomplishments

• Holds Chartered Retirement Planning Counselor (CRPC) designation
• Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.

Education

• B.A. in Business Management from the University of St. Thomas

Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

Personal & Community

• I was born and raised in Minneapolis, MN
• My father and I assist in coaching hockey for the Special Olympics
• I enjoy many outdoor activities including golf, hockey, soccer and attending sporting events.  

Accomplishments

• Holds Series 7 and Series 66 licenses
• Completed the UBS Intergenerational Advisor Program in Weehawken, NJ from 2018-2020

Education

• B.A. in Economics from the University of Minnesota- Twin Cities

Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

Personal & Community

• I was born and raised in Minneapolis, around the city of lakes
• I am an avid water-lover, and enjoy the great outdoors including hiking, biking, fishing, and spending time at our cabin with family and friends
• I am married, have three children, and four grandchildren

Accomplishments

• Holds the Series 7 and 63 FINRA licenses

Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options). 

Personal & Community

• Outside of work, I enjoy spending time with friends and family, yoga, reading, travel, and being outside.

Accomplishments

• I worked as a Wealth Management Associate at US Bancorp Investments for six years and have experience in Branch Management.

Education

• B.A. from St. Olaf College with degrees in Economics and History, and an emphasis in Finance

Team Vision:  Through comprehensive caring relationships with our clients, we guide them to a secure and confident financial future.  We strive for stellar client service proudly delivered with integrity and excellence.  Our communication is clear, responsive, effective, and quick.  Continuous improvement in all we do is a guiding principle.

Team Values:  Integrity.  Caring.  Excellence. Quality of work. Communication.

Team Solutions:  Our team advises families and businesses on a wide range of strategies and solutions that include:  retirement income planning, investment strategies, estate and legacy planning,  estate settlement, IRA rollovers, Social Security planning, education funding (529 plans), stocks and bonds, mutual funds and ETFs, structured products,  sustainable investments,  life and long-term-care insurance, annuities, philanthropic giving, banking, mortgages and securities-backed loans, aircraft and yacht lending, commercial real estate financing,  corporate cash management, Rule 144 services, and corporate stock plans (including cashless options).