I am the President and Financial Advisor of NorthPointe Wealth Management, where I specialize in discretionary portfolio management and provide comprehensive financial guidance. With over ten years of experience in the industry, I have honed my skills in investment product knowledge and developed an anticipatory approach to help clients achieve their financial goals.
My journey began in 2014 at Merrill Lynch Wealth Management in Bloomington, MN, shortly after graduating from The University of Minnesota-Duluth with a Bachelor of Business Administration in Finance. Working with diverse teams and exploring different firms and processes allowed me to cultivate my expertise and eventually establish my own client-centered practice, NorthPointe Wealth Management, in June of 2022.
I am dedicated to delivering white-glove service by leveraging cutting-edge research, advanced technology, and tailored financial products and portfolios. My objective is to address the unique needs of clients at every stage of life, striving for their financial well-being and success.
Beyond my professional endeavors, I enjoy the great outdoors as an avid outdoorsman. I am passionate about hunting and fishing, creating cherished memories with friends and family. I especially treasure the time spent with my wife, Kelsey and our daughter's Evelyn and Elanor.