I’m the Founder of E-Wealth Partners. With years of experience as a CERTIFIED FINANCIAL PLANNER™ professional I have served a variety of individuals and families with closely held businesses. I learned that entrepreneur couples require a unique, holistic approach to financial planning–so I founded E-Wealth.I am married with six kids. I understand personally the complexities of competing priorities. At E-Wealth, we empower your through a financial plan that addresses the concerns, priorities, and goals of each spouse. We have a unique process that identifies opportunities to grow and protect your net worth. We look at your whole financial picture: lifestyle, family needs, and business goals.Let's start a conversation! Visit e-wealthpartners.com or contact medirectly at 952.800.2121.Certifications:● Certified Financial Planner®● Certified Private Wealth Advisor®● Certified Valuation Analyst®● Certified Exit Planner™Key Specialties:● Family financial planning● Investment Management● Business Financial Planning● Tax Planning● Insurance Analysis● Trust & Estate PlanningA bit about me outside of financial planning: I graduated from St. John’s University where Iplayed football for legendary coach John Gagliardi–winning a national championship. In the past I haveserved on the Saint John’s Alumni Board and coached football at Rosemount High School. Inaddition to sports, I’m a member of the Entrepreneurs Organization Accelerator, and active at my church, Holy Family Catholic Church in Saint Louis Park.
Listed skills include Strategic Financial Planning, Financial Services, Business Tax Planning, Personal Tax Planning, and 15 others.