I’ve known since I was young that I wanted to work in financial services. After studying Economics at St. John’s University, I realized that my passion wasn’t just for markets, it was for helping people understand them. Over the past 15+ years in this industry, I’ve built a deep understanding around guiding families through the complexities of investing, planning, and wealth transfer.
While I love the analytical side of financial planning, my favorite part of this work is the people. Sitting down with clients, learning who they are, building long‑term relationships, and sharing knowledge is what truly fuels me. Helping individuals and families gain clarity and direction is a privilege I never take for granted.
As a lifelong resident of Forest Lake, it’s especially meaningful to serve the community that shaped me. My wife, Courtney, and I are raising our kids here, and much of my time outside the office is spent coaching or cheering them on in baseball, wrestling, and gymnastics. When we’re not at a sporting event, you’ll usually find us exploring new places across the U.S. or spending weekends up north fishing.