Specialties
About Me
Financial planning is in my DNA.
Following in my father's footsteps, I chose this career after witnessing the lifelong bonds he built with his clients. I’m here to simplify the complex. By focusing on your specific needs, I create a course of action that actually makes sense for your life. There’s no greater compliment than when a client tells me, 'For the first time, I actually understand my money.' I ensure my clients always feel confident, informed, and in control of their financial 'why.'"
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CASL, CLU, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
Advisory services are offered through Element Squared LLC, an Investment Advisor in the State of Minnesota and certain other states. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized advice for compensation will not be made without registration or exemption.