CFP®, AAMS® Professional | Financial Advisor helping established professionals, business owners, pre-retirees, and retirees navigate important financial decisions with confidence through comprehensive financial planning and personalized advice. As a CFP® professional, I help clients make informed financial decisions through comprehensive financial planning, investment guidance, and retirement stra
tegies tailored to their goals. Whether you're preparing for retirement, evaluating investment strategies, planning a business transition, or creating a legacy, I help clients make informed financial decisions with clarity and confidence. I earned bachelor's degrees in Corporate Finance and Personal Financial Planning from Southwest Minnesota State University, graduating magna cm laude in 2012. After more than a decade in corporate finance, I became a financial advisor to have a more direct impact on people's financial lives. That experience continues to shape my approach by combining analytical thinking with personalized guidance. I believe effective planning goes beyond investments. Retirement planning, investments, risk management, estate planning, and tax strategies should work together. That's why I often collaborate with clients' CPAs, attorneys, and other trusted professionals to help keep all aspects of their financial lives aligned. Some common questions I help clients address:
• What should I do with an old 401(k), 403(b), 457 plan, or IRA?
• Am I on track to retire when and how I want?
• How can I prepare for a business sale or transition?
• Is my portfolio aligned with my goals, timeline, and comfort with risk?
• How can I protect my assets and support my legacy goals?
• Are there opportunities or risks I may be overlooking? The most rewarding part of my work is building long-term relationships and helping clients feel confident about their financial future. I currently serve clients in 25 states and enjoy working with individuals, families, and business owners across the country.