53 W Main Street
Waconia, MN 55387
Serving the Waconia, St. Bonifacius, Norwood Young America, Cologne and Buffalo areas
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
Career Highlights & Industry Experience
- More than 25 years of financial services industry experience
- Joined Old National Investments in 2021
- Chartered Financial Consultant® and Certified Financial Planner®
- Bachelor’s degree in business administration and management
from the University of St. Thomas in St. Paul, Minnesota
- Youth baseball coach
My family and I have been residents of Chaska since 2005, so I’m familiar with the needs of the area. My hobbies include playing golf, skiing, biking and snowmobiling as well as supporting my community as a youth baseball coach.
I’m committed to helping my clients pursue their financial goals. As life happens and goals change, I actively monitor my clients’ investments and work with them to adjust and ensure they’re on track to help them address their future plans.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, contact my Wealth Advisory Assistant, Michelle Taylor, at (815) 280-1878 or via email at Michelle.Taylor@onbinvestments.com.