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I graduated from the University of Minnesota with a Bachelor's Degree in Mechanical Engineering and acquired a master's equivalent in Nuclear Engineering from the Bettis Atomic Power Laboratory. I served 11 years in the United States Navy and achieved the rank of Lieutenant. Subsequently, I worked at General Electric as a Six Sigma Black Belt. In 2000, I decided to apply my analytical problem-solving skills toward helping people and joined the financial services industry. I have been a CERTIFIED FINANCIAL PLANNER™ since 2005.
Navigating the complexities of making financial decisions can take a lot of time and effort, can create uncertainty, and can distract people from living purpose-filled lives. I want to use my skill and expertise to take away the worry of financial management for our clients, so they can live out their life goals.
I am active in my community and church. I have coached 40+ sport seasons and have worked in youth ministry since 2005. I enjoy being a positive influence in the lives of the next generation. I also like to run, play golf, travel, and spend time with my wife and four kids.
I have been in the financial services industry since 1996 and joined Focus Financial - Red Rock Group in 2014. My goal with our clients is to create financial plans and strategies that help them achieve confidence in their future. I do this by developing long-term relationships that enables me to learn what is most important to them, so the plan we create can help guide them through complicated financial decisions with less stress and more confidence and time to focus on the greater things in life. I look forward to working with you!
As a CERTIFIED FINANCIAL PLANNER™, I am held to strict ethical standards to ensure financial planning recommendations are in your best interest. CFP® professionals are required to act as a fiduciary – always acting in the client’s best interest when providing financial advice.
Outside the office, I love to travel. I have had the opportunity to travel to many states around the U.S. and various parts of Europe. My favorite has been going on cruise vacations with my son. We have been on many Disney cruises over the years! I also enjoy playing the piano and finding new restaurants and microbreweries around town to meet up with friends. Let me know if you have a suggestion!
I have decades of experience in the financial services industry and have been with Focus Financial - Red Rock Group since 2007. Before joining the team, I was the owner of Rose Financial, a planning practice focused on supporting women and their financial goals. My deep knowledge of the industry brings a great level of proficiency and expertise to the team and our clients.
I hold a Series 7 and a 66 license along with a Bachelor’s and a Master’s degree.
I am married and have a daughter. I enjoy reading historical fiction, listening to classical music, traveling, and going on walks with my family.
I graduated from the University of Minnesota – Twin Cities with a bachelor’s degree in Statistics. During my senior year I interned at the corporate office at Focus Financial doing data entry work. Post-graduation I worked for a short time as a Compliance Analyst at Focus Financial before joining the Red Rock Group. I have the privilege of meeting and growing the relationship with our clients and working with an amazing team who have given me the opportunity to grow from an Advisor Support Specialist to a Financial Advisor.
My passion for serving others goes beyond the walls of our office. Outside of the office, I lead a pre-teen/early teen bible study, shepherding young individuals to have a Christ-centered focus in their life. Additionally, I have the privilege of serving in the Men’s bible study ministry at my church.
I enjoy spending my time hiking and camping and simply being outdoors with my lovely wife (Inna), our dog, and friends/family! Soon our family will include a little one allowing us to share the things we love to do. Being that our outdoorsy activities are short-lived due to the lovely winters (*sarcasm*), we spend our time with family playing board games and making cookies…for me: eating cookies.
I joined Focus Financial as an advisor support specialist in 2020. Previously, I worked in the banking industry as an analyst and in the A/V industry as a low voltage integrator. I graduated from Bethel University in 2018 with degrees in Economics & Finance and Data Analytics. I am responsible for supporting our advisors and clients including; new client onboarding, account servicing, and meeting preparation. Ultimately, as I gain experience, I will become a Financial Advisor.
I enjoy hiking, biking, skiing, and any other activity that gets me outside and being active. I love spending time on any of Minnesota’s countless lakes fishing and boating. If I’m not outside or at work, you can find me reading about something new or volunteering at my local church, where my wife Sophie works as a youth pastor.
I joined Focus Financial - Red Rock Group in 2017 as our Client Service Manager. I am responsible for client communication and marketing, event planning and other tasks to improve the client experience and processes within the practice. I have a Bachelor’s Degree from the University of St. Thomas.
In my free time I enjoy running with my dog Charlie, cooking and baking with my husband Chris, golfing and going to the cabin with my family. On the weekend you can probably find me checking out a local brewery with friends. In September 2022, we increased the number of boys in the house with the addition of our son, Miles.
I joined the Focus Financial team as an Advisor Support Specialist in August of 2022. Previously, I graduated from Bethel University with a degree in Economics & Finance in 2021 and worked at Land O’Lakes as a pricing specialist for their crop inputs business, Winfield United. At Focus Financial - Red Rock Group my work is centered around supporting our clients and advisors by assisting in servicing accounts and meeting preparation while gaining the skills to eventually become a Financial Advisor.
Outside of work I enjoy being on the water, playing spike ball, volleyball and pickleball. When I am not outside you can find me reading a book or trying out a new hobby. During the week I volunteer at my church’s youth group and lead a small group of high school girls.
I joined Focus Financial - Red Rock Group as an Advisor Support Specialist in 2022. Previously, I worked in the transportation industry and served overseas in the Army. I graduated from Wheaton College in 2019 with a degree in Business Economics. I am responsible for supporting our advisors and clients including new client onboarding, account servicing, and meeting preparation. My goal is to become a Financial Advisor.
I love all sports, with wrestling as my #1 favorite. I’m not a total brute, though. I also love to read and listen to music. My wife and I are an aspiring pickleball duo, and we also love to camp around the bonfire when we aren’t busy volunteering at our local church. We love to host gatherings at our house for our friends and family, so we are always hunting for great recipes for large numbers of people.
I joined Focus Financial - Red Rock Group as an Advisor Support Specialist in 2023. I recently graduated from Creighton University in May with degrees in Financial Planning and Business Analytics. My role is to support advisors and clients through account servicing, meeting preparation, and develop my skills to become a financial advisor.
I love to golf, whether it be competitive tournaments or playing a casual round with friends and family. I also enjoy volunteering my time at my church’s youth group and leading a group of high school boys.