I am the team’s Relationship Manager. My focus is being a point of contact and source of excellent client service for all of our clients and prospects.
I have worked in the financial industry for 5 years; the last 2 years as a Client Service Associate for an advisory firm in the Oakdale/Woodbury area. My goal is to provide top-notch customer service, a great phone experience (call me sometime!), and not taking myself too seriously.
In my free time, I enjoy spending time with my wife Christi, swimming, singing and playing guitar. Born and raised in Michigan, I am slowly getting used to the Minnesota winters.