I am a CERTIFIED FINANCIAL PLANNER® at Wingerd Financial Group, where I've dedicated over six years to helping clients plan for financial security and their life goals. My journey in the financial services industry began after attending Saint John's University, and I've been driven by a passion for solving complex financial problems ever since. Whether it's helping someone buy their first home, retire comfortably, or get out of debt, I'm motivated by finding smart, personalized strategies that truly work.
I believe in building lasting relationships with my clients, becoming a trusted advisor, and witnessing their success over time. What I truly appreciate about my role is the uniqueness of each client's financial situation. No two clients have the same goals, income, lifestyle, or challenges, which means there's never a one-size-fits-all solution. This variety keeps my work interesting and rewarding, as it feels like solving a new puzzle every time. Crafting a tailored plan that fits someone's specific needs, values, and vision for the future is what makes my job meaningful. The personalized advice we provide genuinely makes a difference in our clients' lives.
Currently, I live in Edina, MN, with my wife, Maddy, son, Johnny, and our dog, Wally. Outside of work, my wife and I love to go hiking and spend time outdoors. In my free time, I enjoy playing golf with friends and coworkers, which provides a perfect balance to my professional life.