I graduated from the University of Minnesota - Duluth in 1998, with a Bachelor’s degree in Business Administration. I began my career with Waddell & Reed 1998, and went on to earn my Accredited Wealth Management Advisor (AWMA) designation. I enjoy focusing on personal financial planning, including life insurance, and small business retirement plans. In addition to my AWMA, I hold my Series 6, 7, 65 & 66 securities licenses along with Life, Accident, and Health.
I live in Apple Valley, MN with my wife, Kristine, and our three children – Chase, Ella and Avery. In my spare time, I enjoy time at the cabin, fishing, and hunting.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18