Who I Work With
Minnesotans who want an advisor who gets it.
Hardworking Minnesotans
My ideal clients are Minnesotans who believe that active management of their investments is a critical component of using their wealth to achieve their goals in life.
Whether you're a business owner, a professional who's built a career over decades, or someone approaching retirement who wants to protect what you've earned, I understand the Minnesota mindset: work hard, plan ahead, don't take unnecessary risks.
You've worked hard to build what you have. Now you need someone who can help you protect it, grow it, and make it work for the life you want to live, and pass on to the next generation.
Ideal client traits
I work best with clients who share these characteristics:
You delegate
You'd rather spend the weekend with your family than worrying about portfolio rebalancing. You seek out experts and trust their advice. You value having "your person" for important decisions - whether legal, medical, or financial.
Abundance mindset
You approach challenges with optimism. You believe there's enough success and wealth to go around. Even if you're still building, you're confident that hard work and smart planning will get you where you want to be.
Long-term vision
You think in decades, not quarters. You understand that real wealth is built over time. You can invest for the future while still meeting today's needs because you have patience and perspective.
Does this sound like you?
Let's TalkReady to delegate your financial complexity?
Let's discuss your situation and see if we're a good fit.