I have been preparing for my career as a financial planner all my life. As a high school senior, I once gave a speech on the benefits of compound interest. Though I started college with a desire to be a marriage and family therapist, I found that I could do more for people by helping them with their financial lives. Things like effective cash flow planning and life planning can have a profound impact on reducing the stress and conflicts in marriages that surround money. My primary responsibility as a financial advisor is to help individuals and families to achieve clarity on their financial and life goals, and work closely with them to accomplish those goals.
As a husband and father of six kids, many of my interests revolve around family time. With a lot of extended family in the Western US, my kids are raised as road warriors- the older ones having averaged more than one 2800 mile round trip excursion for every year of their lives. As an Eagle Scout, in my time off I enjoy catch-and- release fly fishing and emergency preparedness.
Affiliations: Fee-Only Planning
Areas of Expertise: Cash Flow Planning
Education: BS in Family Social Science from the University of Minnesota
Memberships:
My greatest extravagance (under $100):
Pocket knives. The philosophy of preparedness is deeply ingrained in me as an Eagle Scout. Knife construction and the types of metals that are used fascinate me. I have a small knife collection, and I am always carrying one.
Why I love what I do:
I love that I can help move clients from a place of uncertainty to confidence in their financial lives. If I can alleviate some of their money worries, clients are then free to focus on those things that are of most importance to them.
Most effective saving tip:
Automate your savings. Set an amount to be drafted the same time every month and let it build.
Favorite destination:
The mountains