For more than a decade I have worked in the Financial Services Industry assisting individuals and businesses pursue their financial goals. Drawing on my experience in retail banking, commercial lending, insurance, and investment management I am able to offer clients personalized, holistic financial planning. These plans balance short term needs with long term desires while taking into account both sides of my clients’ balance sheets. My goal is to provide all clients with peace of mind in their financial future through a better understanding of their current financial situation and the steps they need to take to reach their goals. Besides physical and spiritual health, the health of our finances is paramount to happiness…I am honored and humbled to help clients work to better their financial lives. I enjoy being active in the community, spending time with my family, and being outdoors. I have been an officer with the Caledonia Knights of Columbus for the past few years and coach youth teams for both AYSO soccer and Little League tee ball. When I am not spending time with clients or volunteering I enjoy time with my family, going to sporting events, camping, hunting, numerous shooting sports, and skiing. I am an avid reader with interests in economics, history, agriculture, and religion.Types of clients we assist - Young Professionals - Small business owners - Farm Owners - Retirees and those planning their retirementI would welcome a connection if you; - are a CPA, Attorney, or other service professional looking to provide a financial resource to your clients - are looking for guidance in putting together a personalized, holistic financial plan - want to hear more about an investment management process that is strategic, disciplined, and objective - are the owner of a family business looking for strategies that can help keep the business in the family for future generations or maximize the benefits your business has on your finances