I have been in the financial services industry for over 20 years. I started with Aetna and have stayed with my clients through the change of Aetna to ING and then eventually to Voya. I have worked closely with public school and healthcare employees during my 20 plus years, to assist in coordinating retirement planning through 403(b), 457(b), 401(k)’s, and employee pension plans.
I currently hold the FINRA Series 7, 63, and 65 securities registrations. I am an Investment Adviser Representative with Voya Financial Advisors and also hold Life, Variable Annuity and Health insurance licenses in several states.
With the exception of several years out of state for a military obligation, I have been a lifelong resident of Minnesota. I was actively involved in the MN National Guard until my retirement in 2006. I currently reside in Shakopee, Minnesota with my wife Lia, two dogs, and four children (three of which are attending college). I enjoy taking advantage of all the outdoor activities Minnesota has to offer.
I began in the financial industry 20 years ago with Aetna, working with public school employees, and well as employees of the health care industry. During my time, Aetna was acquired by ING, and then later changed its name to Voya. I have stayed with the company through these changes, and continue to help our clients prepare for retirement.
When working with clients, I take a holistic approach to their financial planning. We want to help our clients find the best balance of enjoying today, and planning for the future.
I am a lifelong resident of Minnesota, growing up in Richfield. I spend much of my time outdoors, biking, running, hiking, golfing, hunting and fishing. I currently resides in Lakeville, with my wife Renee and my dog Kevin.
I am an Investment Adviser Representative with Voya Financial Advisors holding the FINRA Series 7, 63 and 65 securities registrations. I also hold Life, Variable Annuity and Health insurance licenses in several states.
I've been a financial advisor at Voya Financial Advisors since 2015, with a background in the mortgage industry before that. I was born and raised in the twin cities and have spent the majority of my life here, except for a brief stint as a Badger during my years at UW-Madison where I earned a Bachelor's in Economics.
These days, my husband and I like to spend our free time taking our beagle Brie to explore the many local breweries available throughout the metro area and experimenting with the latest cooking tools, techniques, and ingredients.
When it comes to business, my goal is to help real people in real ways. Rather than just helping people with their immediate needs, I prefer to build a long-term relationships with long-term goals in mind.
A Wisconsin native, I earned a double major in Personal Finance and Psychology from the University of Wisconsin-Madison, Go Badgers! I joined the team with Voya Financial Advisors in 2018.
When working with clients I believe in planning for tomorrow while still enjoying today. I take time to determine my client's goals and help them create manageable steps to reach those goals by navigating the many solutions available to them. I really appreciate the opportunity to travel around the midwest to meet directly with our diverse client base.
When I'm not at my desk, you can find me tackling a new project as I work to renovate our 120-year-old Minneapolis home. Any extra free time is spent exploring the neighborhood with my pup Piper and cooking and entertaining friends in my backyard.