At an early age, my parents encouraged me to learn about the value of money. Initially, this entailed doing small chores and helping my neighbors. I remember clearly the first time I had saved up money to buy a toy I wanted and was so excited that I had the power to obtain something I had waited so long for. What I didn’t yet know was the amount of stress the lack of money can bring and how freeing it can be when proper money management is followed.
As I grew, I began to learn the costs of money mismanagement and made it my mission to gain deep understanding of personal finance so I could help empower myself and others control their financial lives. While in college, I sought finance as my major taking night school classes as I worked full time for Wells Fargo Bank, helping others manage their finances and become financially successful. During this time, I was recognized several times for being part of the top 10% of employees in Minnesota in customer experience performance and lending sales.
Now as a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor (CEPA), and Financial Advisor with Peachtree Planning, I work with clients who are looking to build and protect wealth, through thoughtful planning strategies. I take pride in educating and assisting my client’s financial picture of budgeting, insurance coverage, savings planning, investment management, income planning, estate planning, and business finances. My goal in life is to help as many people as possible have peace of mind and confidence in their finances so they may be free of stress to focus on the things they love most.
I graduated from Augsburg College in Minneapolis, double-majoring in Finance and Business Management and hold Series 6, 63, 65, & 7 FINRA licenses in addition to being a Life, Variable Life, Annuity, and Health insurance agent. My wife Abbey and I live in Nashville with our French Bulldog Roman. We love being out in nature and frequently take walks, hikes, and mountain bike rides. I have a strong affinity to cars and motorcycles and enjoy working on my inherited 1976 GMC truck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian. CA Insurance License #4138564.