Experience

Affiance Financial

• United States
• Financial Services
• 1 - 100 Employee

• Partner, Financial Planner

  • Oct 2014 - 9 years 3 months

  St. Louis Park, Minnesota Affiance Financial is a Registered Investment Adviser committed to helping you improve your long-term financial success. Experience has shown us that adversity is part of life. We cannot control the winds of change. Our job is to help you adjust the sails when the wind shifts. I offer clients guidance as they work toward achieving their financial goals. In addition to developing financial plans, I offer investment strategies, retirement planning, risk management planning, and other… Show more Affiance Financial is a Registered Investment Adviser committed to helping you improve your long-term financial success. Experience has shown us that adversity is part of life. We cannot control the winds of change. Our job is to help you adjust the sails when the wind shifts. I offer clients guidance as they work toward achieving their financial goals. In addition to developing financial plans, I offer investment strategies, retirement planning, risk management planning, and other services. I am a CERTIFIED FINANCIAL PLANNER™ professional and BEHAVIORAL FINANCIAL ADVISOR™. I am also a founding member of Affiance’s Financial Planning Department, which aims to constantly examine and elevate the firm’s Financial Planning services. Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Apr 2013 - Oct 2014



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Banker

  • Mar 2011 - Oct 2014