President / Certified Wealth Strategist®
My wife Trudi and I both work and live in Waseca with our children Kendra and Corbin. I serve as a board member for First National Bank of Waseca, member of the Waseca Chamber of Commerce, the Waseca Rotary Club, and am an active member of Grace Lutheran Church.
In my spare time, I enjoy golfing, hunting, fishing and traveling with my family.
Over 23 years experience advising individuals, corporations, and institutional investors.
Waseca MN (1998 – Present)
My office is located at 213 15th Avenue NE, Waseca, offering clients financial planning and advice on money management.
Received Investment Centers of America Inc.’s “2014 Spirit of ICA” Award
Authored book: Fish Don’t Clap: Planning For A Purposeful Retirement
Chosen “2012, 2013, 2014, 2015 & 2016 Twin Cities Five Star Wealth Manager Award Winner”
Chosen “2010 Investment Centers of America – Representative Of The Year”
Received “Certified Wealth Strategist®” designation in 2008
Chosen “2007 Top 50 Bank Advisors in the Nation”
Chosen “2006 Top Ten Young Minnesotans”
Consistently in top 5% of Investment Centers of America Representatives
First National Bank of Waseca – Board of Directors (past)
Jobs Plus – Board Member (past)
Waseca Rotary Club – Board Member (current)
Waseca Area Caregivers – Board Member (current)
Mayo Community Development Committee – Board Member (current)
Waseca Chamber Ambassador (current)
Red Cross – Board Member (past)
Waseca Lakeside Country Club – Board Member (past)
Grace Lutheran Church – Board Member (past)
Rotary Strive Program – (past mentor)
Educational Speaker for Local Students (current)
Waseca Elementary Football Coach (past)