Experience

Waypoint Wealth Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Founding Partner | Wealth Advisor

  • Feb 2019 - Present

  Independent Financial Advisor with the Waypoint Wealth Group, a strategic partner with North Star Resource Group and a part of the Securian Financial Advisor Network. Specializes in developing comprehensive retirement strategies and providing asset management services to baby boomers, retirees, professionals, executives and committed investors. Manages an independent and client centered Financial Practice with guidance based upon honest and accurate analysis of current facts and reasonable assumptions. Show less



North Star Resource Group

• United States
• Financial Services
• 200 - 300 Employee

• Senior Financial Advisor

  • Mar 1998 - Feb 2019

• Director, Client Advisory Services

  • Jan 2005 - Nov 2008

• Director, Field Operations

  • Mar 1998 - Dec 2004



Securian Financial

• Financial Services
• 700 & Above Employee

• Field Training Representative

  • Mar 1995 - Mar 1998

• Field Benefits Coordinator

  • Mar 1987 - Mar 1995