My mission is to help every client have a successful and enjoyable financial journey. I enjoy being a point of
contact when the advisors are not available to deliver high-quality service to our clients. I also take pride in
helping our advisors complete day-to-day operational duties.
I am blessed with a healthy family and am fortunate that many of them live nearby. I have two children; Sean
(47) and Terry (45), three grandkids; Marissa (27), Colin (22), and Zachary (19), my sister in Jackson, MN
and my 89-year-old mother who lives on Lake Mille Lacs. Even though I am a native Minnesotan and love our
Summers, I also enjoy traveling around our great country visiting with my brothers who live in Montana and
For over 35 years, I have been fortunate to be in a position that allows me to help people and companies
become successful. I have worked for a variety of industries over the years, including a non-profit, a large
church, small businesses, a super-computer company, a car dealership, and a property management company.
Even though they are all different, they all have one thing in common, and that is building strong relationships
with their clients.