An experienced and committed team

Recognized as an industry leader:

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Education

• University of Minnesota Duluth's Labovitz School of Business, BBA with an emphasis in Finance: 2004 - 2007
• University of Minnesota Duluth's Labovitz School of Business, M.B.A.

Credentials

• CERTIFIED FINANCIAL PLANNER™

Credentials

• Accredited Wealth Management Advisor℠