I work with entrepreneurs to help you simplify your financial life, lower taxes, and maximize the value of your most important asset, your business.

As an entrepreneur myself, my goal is to bring a coordinated approach to your entire financial life. This includes providing customized financial planning, investment management and tax planning under one roof. We also will work together to develop and implement a long-term plan for maximizing the value of your business.

I possess a master’s degree in business taxation from the University of Minnesota's Carlson School of Management, am a Certified Public Accountant (CPA), and a Certified Financial Planner™. I am also trained in business exit planning and have experience with business valuation.

As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and I have a legal obligation to provide unbiased and trustworthy financial advice.

“Personal finance is something that has always been very important to me because I’ve seen and experienced the dramatic impact it can have on our lives. I want to use this passion in a way that allows me to have a direct and positive impact on others.”

I live in Minneapolis, with my wife Kelly, sons Conor and Finn, and our yellow lab, Max.

I love spending time with my family, playing golf with my wife and going hiking. I am also an avid reader. Our family loves to travel and go on road trips out west to the national parks.

Someday, I like to think that I could become handy and do more projects around the house, but progress on that has been very slow.

Favorite Hike: Observation Point in Zion National Park

Bucket List Travel Destination: Scotland

Why you love working with your niche: There are so many ways we can add positive value to the lives of business owners. They have great tax planning opportunities available and their financial needs are more complex. And it's incredibly fun to help them understand and grow the value of their most important asset - their business.