470 W. 78th St Suite 210, Chanhassen, MN 55317
Call Me Today: (952) 470-0750

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You deserve a financial advisor that works in your best interests; not theirs. Learn More

Peace of Mind

Working together, we will build a financial plan for whatever market conditions or unexpected events you encounter.

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Financial Planning

More than just managing investments; making sure all your financial pieces fit together.

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Experts in Financial Planning & Taxes

Objective. Independent. Comprehensive.

Throughout the 15 years I’ve been working with clients, I’ve helped them realize the significant benefits of working with a trusted financial advisor.  As a CPA financial planner, I help clients save money in taxes, simplify their financial life and enjoy peace of mind knowing someone is watching out for them.

I believe your situation deserves ongoing financial planning advice and investment management as well.

Over 15 years of experience Financial Planning

Let’s work together to best position you to meet your goals and have financial peace of mind.