As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. I've worked in the banking and financial services industry since 1993. I help clients succeed by getting to know what is important to them and understanding their goals and objectives. Working in close partnership with a team of wealth specialists, we develop and implement custom, individualized wealth plans based on the unique needs of our clients and their loved ones. I look forward to supporting you in working toward achieving your financial goals. I live in Minneapolis, and serve clients in Edina, Minneapolis and Wayzata.