As a Financial Advisor, I work to help individuals and families pursue their goals through comprehensive planning. In 2016, I met the rigorous experience, ethical, and exam requirements of the CFP^® Board and became a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) certificant. I am also an Accredited Wealth Management Advisor^SM (AWMA^®) and hold the Series 7 and 66 securities licenses as well as licenses for life insurance and variable annuities.

As a CERTIFIED FINANCIAL PLANNER™ professional I have an in-depth knowledge of the many financial planning solutions that can be tailored to each client's individual priorities, striving ultimately to deliver what clients need most today - Advice. Beyond investing. I provide expertise to clients in the following areas:

• Retirement income and cash flow analysis
• Investment and asset allocation strategy
• Retirement plans and employee benefits
• Estate and multigenerational planning
• Risk and liability management planning
• Business continuity and succession planning
• Charitable giving strategies
• Executive compensation and benefit strategies

Prior to joining UBS, I worked in education - serving as the Chief Financial and Operating Officer for a youth sports non-profit in addition to working as an administrator and teacher at two different inner city schools. I earned a Bachelor’s Degree in economics from Denison University and a Master’s Degree from the University of Notre Dame.

In my free time, I'm an avid runner, amateur guitarist, and Head Coach for Boys Varsity Lacrosse at Cretin-Derham Hall in St. Paul. I also serve on the Board of Directors for Mile in My Shoes - a Twin Cities based non-profit focused on bringing the power of running to people experiencing homelessness and other barriers. I live in Mendota Heights with my wife, Ali, and our sons, Billy and Wes and spend many summer weekends at our family cabin in Siren, WI.

AZ, CA, CO, DC, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NM, NY, OH, OR, SC, SD, TX, VA, WA, WI