I’m a CERTIFIED FINANCIAL PLANNER® at Wingerd Financial Group, helping individuals and families with retirement planning, education funding, investment strategy, and multigenerational wealth planning. With over five years in the industry, my goal is to help clients feel confident and informed as they make important financial decisions.
I began my career after graduating from Saint John’s University and have been fortunate to work alongside my family while building long-term relationships with clients. I’m known for my responsiveness and clear communication, ensuring clients get timely guidance when questions or decisions arise.
I live in Shoreview, with my wife, Allie, and we are active members of St. Odilia Catholic Church. Outside of work, I enjoy golf, slow-pitch softball, walks with Allie, and cheering on the Vikings—even when they break my heart.
I’d be happy to connect and help you take the next step toward your financial goals.