I grew up in South Dakota with my parents and 4 siblings, and I now reside in Lakeville, MN with my family. My parents taught us the value of money and instilled the fundamental philosophy of spending less than you make. Throughout my life, I have been able to build on that philosophy which has enabled my family and I to enjoy a full and complete life.
The reason I changed careers to the world of a wealth advisor was to share my story and help others develop good money habits so that their relationship with money would be a foundation for which they could live a complete life. The guiding principal I use every day is that money is a tool which is used to help you live your best life possible. By using this principal in everything I do, I have been able to help my clients align their lives with their purpose. I have first hand seen how this approach has helped my family and my clients live a happy life, which is why I find my work so energizing and fulfilling.
I serve those professionals looking for a wealth advisor who can provide a road map for organizing finances, guiding investments, and establishing a plan to live their best life possible with the resources they have. I commonly work with successful professionals who desire to be financially independent, value a work-life balance and want an advisor who can help them create more time so they can pursue other interests.
I understand the importance of being Financially Organized. Many advisors emphasize portfolio management vs. a big-picture strategy. My process is designed to ensure your finances are aligned with your goals and values and that you have a coordinated plan for life’s transitions including the unplanned ones. Each step of the process works toward improving your relationship with money and shifting your mindset to be the owner of your financial decisions.
No one is perfect, and I don’t expect you to be either. I strive to create an open, nonjudgmental space where you can share your concerns and worries without feeling embarrassed or less than you’re worth. Every one of us understands that managing your money is a huge responsibility, and I value having the opportunity to help take some of the responsibility off your shoulders.
Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, I’ll be here to guide you every step of the way, but throughout our partnership, I want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.
While my efforts will be focused on helping you achieve your objectives, my ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with me, and I want to make sure you’re getting maximum value out of our relationship. Throughout our time together, I’ll be constantly looking for new ways to get you closer to where you want to be.
Sometimes taking the first step is toughest. As an independent wealth advisor, I can provide you with the knowledge and resources you need to be financially independent. With my background and experience from outside of the financial services industry, I can deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and I want to make sure the solutions I create are easy-to-understand so you can apply my insights throughout your day-to-day life.
Situation | Solution |
You need some hands-on guidance on which investment strategies are right for you. | Investment Management Work toward your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile. |
| You have a career, a family and have assets all over the place that need some organization. | Financial Planning We will sit down to identify your goals and priorities, discuss life transitions and then develop a plan so you can shift your focus to other areas of your life. |
| Your monthly income doesn't seem to cover everything | Debt Management Review and understand current debt so that we can create an approach that is optimized for your monthly budget. |
Areas of focus include: emergency fund, major purchases, college planning and retirement planning.
Identify Your Short- and Long-Term Objectives
As these objectives change, we’ll strategically adjust our approach according to the current state of the market with the goal that you continue to generate returns.
Determine Your Optimal Risk Tolerance
Through a series of questions, we’ll pinpoint the exact amount of risk needed for you to pursue your goals and remain confident in our services.
Follow a Timeline That’s Right For You
After outlining your objectives, we’ll design a strategy that aligns with your optimal timeline for pursuing your returns.
Education on the different types of assets and ensure the investments you own align with what’s important to you
Reviewing
Your investment strategy and ensuring you’re investing your wealth in the investments that best align with your objectives.
Optimizing
Your spending habits so you continuously make decisions that benefit your broader financial picture.
Identifying
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.
Review of your current debt and if needed design and implement a debt management plan.
Managing your debt is key for a healthy financial future. We will:
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with me.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?