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1995 East Rum River Drive South, Cambridge, MN 55008

(608) 352-9987

Your Financial Journey Deserves a Trusted Guide

Whether you're a first-time saver, navigating mid-career complexities, or reimagining your retirement, you don’t have to do it alone. Our mission is to coordinate every piece of your financial life, providing the clear guidance and expert insights you need for every step of the journey.

Who I Serve

We are dedicated to serving our entire community, with a particular passion for helping our local heroes: our public employees. I specialize in providing financial planning for teachers, school administrators, and other public servants who dedicate their careers to making our community stronger.

Retirement Planning

Retirement Planning

Plan for the future you envision.

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Inheritance Planning

Inheritance Planning

Guidance through life's most important transitions. 

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Financial Planning

Financial Planning

Chart a course for your financial future. 

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Investment Planning

Investment Planning

Grow your wealth with a confident strategy. 

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Understanding ETFs: Building Blocks of Modern Investing

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
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How can I help?

Are you seeking a dedicated advisor for the long haul? Do you just need a bit of professional guidance to get on the right track? Or maybe you simply have a few questions you'd like to ask an expert? We are happy to help. 

Schedule a Free Financial Consultation

As Simple As 1, 2, 3

STEP

1

Educate

The more I know about you, your finances, and your goals, the better I can help.

STEP

2

Empower

I’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Achieve

Life is always changing, and so are you. I’ll be by your side through every twist and turn.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Have Questions? We are here to help!

Helping is a core part of who we are, if you have some questions and a consult is not what you had in mind reach out to us below, we would be happy to help. 

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