Industry experience: More than 20 years    

Fun fact: One of my favorite things is enjoying a beautiful sunset on the lake with my family.

Certifications & Education

MBA, University of Minnesota BS—Finance, Moorhead State University

Phone: 612-230-3008

Industry experience: More than 20 years

Fun fact: I’m an avid musky fisherman, plus a huge fan of the Green Bay Packers and my daughter’s high school/club volleyball teams.

Certifications & Education

Chartered Financial Analyst® (CFA) BA—Finance Management, University of Minnesota

Phone: 612-230-3022

Industry experience: More than 20 years

Fun fact: After many years of intense training and competition, I achieved a black belt in martial arts. 

Certifications & Education

Chartered Financial Analyst® (CFA) MS – Business: Finance, Investment and Banking, University of Wisconsin - Madison BS – Medical Technology, Clinical Laboratory Science, University of Wisconsin - Stevens Point

Phone: 612-230-6942

Industry experience: More than 20 years    

Fun fact: I was the president of a youth hockey association and can't skate.

Certifications & Education

Qualified 401(k) Administrator (QKA) Qualified Plan Financial Consultant (QPFC) BA—Math Education, University of Northern Iowa  

Phone: 612-230-3003

Coming soon...

Industry experience: More than 20 years

Fun fact: My grandfather was born during the Civil War.

Certifications & Education

BS—Business Administration, Bemidji State University

Industry experience: More than 20 years    

Fun fact: I love going to movies and flea markets, plus doing trash-to-treasure crafts.

Phone: 612-230-3023

Industry experience: More than 20 years     

Fun fact: My favorite travel destination is Maui, Hawaii and I'm an occasional surfer.

Certifications & Education

Chartered Financial Analyst® (CFA) MBA, University of St. Thomas

Phone: 612-230-3011

Industry experience: More than 20 years    

Fun fact: I drove an over-the-road semi-truck as a job one summer.

Certifications & Education

J.D., University of Minnesota BA—History, University of Minnesota

Phone: 612-230-3009

Industry experience: Since 2019

Fun fact: I was a member of the Augsburg Men's Golf Team for four years.

Certifications & Education

BA - Accounting and Finance, Augsburg University

Chartered Financial Analyst® (CFA)

Coming soon...

Phone: 612-230-6949

Financial services experience: Since 2003    

Fun fact: I enjoy running around Minneapolis lakes.

Certifications & Education

Chartered Financial Analyst® (CFA) MBA, University of Minnesota BS—Business, University of Kansas

Phone: 612-230-6953