As a Wealth Advisor and Portfolio Manager, I am passionate about helping individuals, families, and business owners build, protect, and enjoy their wealth with confidence. My approach is rooted in creating tailored strategies that align with each client’s unique goals, whether that means planning for retirement, optimizing investments, or ensuring a legacy.
I take pride in building long-term relationships and guiding clients through both opportunities and challenges in today’s markets. My focus is always on simplifying the complex and providing peace of mind so clients can spend more time on what matters most to them.
Outside of work, my life revolves around family and friends. My wife, Leah, and I love staying active by working out, playing sports, and exploring the outdoors with our dog, Millie. Most of our summers are spent at Turtle Lake and Waskesiu Lake, where we enjoy fishing, golfing, and relaxing on the boat.