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
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.
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We build powerful relationships by working towards common goals
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind
We learn and teach continuously