Address:
600 W 78th Street
Chanhassen, MN 55317
Serving the Chanhassen, Minnesota Region
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 Expertise
- Over 30 years of financial services industry experience
- Joined Old National Investments in 2009
Education
- Bachelor’s degree in business administration from North Dakota State University
I’ve been a registered representative and a Certified Financial Planner™ since 1991. I believe that proper planning and comprehensive portfolio management allows my clients to better enjoy their retirement years and improve their quality of life.
Prior to acquiring my degree from North Dakota State University, I grew up in Eden Prairie and now reside in St. Louis Park. When not assisting clients pursuing their dreams, I can be found raising three wonderful children, chasing ducks and pheasants, catching bigger fish, and lowering my golf score.
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, please contact my Wealth Sales Assistant, Nick Hauser at (612) 656-3440 or Nicholas.Hauser@onbinvestments.com.