I have served in the financial services industry since 2000, and have been practicing in Woodbury, MN, since 2007. I'm active in my community and church, serving on leadership committees, coaching youth sports, and teaching & mentoring youth. I graduated from the University of Minnesota with a Bachelor's Degree in Mechanical Engineering and acquired a master's equivalent in Nuclear Engineering at the Bettis Atomic Power Laboratory in Pittsburgh, PA. I served 11 honorable years in the United States Navy, worked at Naval Reactors Headquarters in Washington, D.C., and achieved the rank of Lieutenant. Subsequently, I worked at General Electric as a Six Sigma Black Belt, where I helped improve their operational efficiency. I am married with four children.
Services & Experience:
I specialize in integrating retirement distribution, estate and tax planning strategies. My services focus on helping clients provide predictable and sustainable retirement income. Although producing retirement income may appear straightforward, few people realize the complexity of creating and executing a multi-faceted plan that considers taxes (income, estate, & gift), investment planning, estate planning, risk management, charitable giving, medical assistance planning, and more. I seek clients that want a long-term relationship that will successfully see them through their retirement.