Founder, Financial Planner, Positive Energy Provider
OVERVIEW OF SERVICES
Employee 401K Programs
Socially Responsible Investing
In 2008, I began my career in the financial advising industry after realizing that you didn’t have to be a stuffy guy in a suit selling things to people. My epiphany was that financial planning was about building relationships and working with people on their lives in many different ways.
I enjoy discussing what you want to accomplish in your life, not just with money, but maybe your fitness or nutrition goals, relationship hopes, career aspirations, etc.
The greatest compliment you can give me is to allow me to bring positive energy into your life.
THREE THINGS ABOUT ME
I have two wonderful daughters and try to be present when I'm with them so I can enjoy every moment.
I'm hooked on running! Sometimes my best ideas come in the middle of a run. My proudest moment? My mile PR at 4:59 after months of training!
I built my first computer from scratch. I don't get scared when I see code and enjoy digging into tech!
Certified Financial Planner
Concordia University- St. Paul
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
All 50 States
Virtual Appointments Available
Personal Tax Planning
Socially Conscious Investing
We created the GTS Transparent Fee™. It is a fixed monthly dollar amount - that's it!
Finally, no hidden or complicated fees. Our fee is given to you in dollars, not percentages or "bips". You'll actually understand what you pay your advisor.
Don't understand what you pay your advisor? You're not alone. Nearly 73% of investors don't know how much money they paid in investing related fees.
Just as many other trusted professionals, such as CPAs, we bill based on complexity - not assets under management (AUM).
Wouldn’t it be nice if you actually understood the fee you paid your advisor and it was tailored to your situation? We believe so.