Since 2012 I have been advising clients and Financial Professionals around the United States to help them reach their business, personal, & financial goals.
My focus is coaching entrepreneurially spirited people who are driven to learn to accumulate wealth, retire confidently, and/or learn the ropes of the financial investing world.
Please do not hesitate to reach out to me via phone anytime, no question is too small.
I was raised in Paradise, California (where the Camp Fire occurred Nov, 8th 2018) and attended College at California State Monterey Bay while working full time at Pebble Beach Resorts.
I moved to Minnesota to pursue my lifelong goal of becoming a Financial Advisor, Broker/Dealer & Financial Planner.
After advising clients in 26 states around the USA, I became an Advisor Growth Consultant (Regional Sales Manager) and coached my territory of nearly 400 advisors and 100 staff members.
Here in the Twin Cities I own and operate a vintage motorcycle restoration company which is what I do while not working with clients & my team at Thrivent.