As a Wealth Manager with over 20 years of financial experience, I specialize in retirement planning, estate planning, investment management, and income distribution planning for clients approaching or currently enjoying retirement. Beginning my career in personal finance in 2003, I take pride in walking along with each client by helping guide them in reaching their financial goals. Before founding Elevation Wealth Management, I was one of the top investment consultants nationwide at Charles Schwab and TD Ameritrade. As a result, my relationships developed with diverse families across the country. Through the years, I have had the opportunity to gain valuable insight and a love for helping others reach financial success.I currently hold the FINRA Series 7 and 66 securities registration and health and life insurance licenses and have a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. A native of Minnesota, graduating from Dordt University with a degree in business administration, I also have a master’s degree in finance from the University of St. Thomas. Living in Eden Prairie with my wife Tricia of 20 years and children Brayden, Breanna, Miles, and Claire, my hobbies include playing and coaching basketball, travel, and spending time with my family. I have a passion for volunteering at church and other various charitable organizations.