Take Financial Flight

As a Financial Advisor, my approach is centered on holistic planning that puts client needs at the forefront. I leverage my professional education and the realities of being a family man to optimize cash flow and educate clients on tax-efficient planning. Our team excels in creating time-weighted asset allocation strategies by developing robust financial plans that withstand market volatility and capitalize on emerging asset trends. Our state-of-the-art risk management models and legacy-focused plans exemplify our dedication to empowering families and business owners towards a work-optional future.

I am a Minnesota native who grew up passionate about planes and automobiles. So much so that my first career out of college led to running sales and finance departments for car dealerships across the Midwest. My family in the western suburbs of Minnesota includes my wife Karissa, and our two children. In my free time I enjoy riding bikes, playing pickleball, outdoor activities, flying, and volunteering on our local Fire Department.

My perfect Sunday would involve heading to church with the family followed by sometime at the park and a picnic on our deck.

Our team works best with families involved in anything Aviation, State and Federal employees, Engineers, Medical Professionals, Automotive Professionals, and commission-based producers.