Experience

International Planning Group

• United States
• Insurance
• 1 - 100 Employee

• Financial Advisor

  • Aug 2018 - Present

  St. Louis Park, Minnesota • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• District Manager

  • Jan 2016 - Aug 2018

  Greater Minneapolis-St. Paul Area, United States As a member of the Waddell & Reed leadership team, I work within the Division Office alongside the Managing Principal helping financial advisors leverage their strengths and experiences to build successful practices. I approach every day eager to serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; and committed to building an office that demonstrates the collective passion we share for our clients… Show more As a member of the Waddell & Reed leadership team, I work within the Division Office alongside the Managing Principal helping financial advisors leverage their strengths and experiences to build successful practices. I approach every day eager to serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; and committed to building an office that demonstrates the collective passion we share for our clients and our community. Interested in learning more about financial advisor career opportunities at Waddell & Reed? Let’s talk. Message me through LinkedIn or give me a call. I welcome the opportunity to be a partner with you on the next step in your career.

• Financial Advisor

  • Aug 2015 - Aug 2018

  Bloomington, Minnesota



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Associate Vice President

  • Jan 2012 - Aug 2015

  Greater Minneapolis-St. Paul Area



Morgan Stanley Smith Barney

• Financial Advisor/Business Development Officer

  • Nov 2008 - Dec 2011



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • May 2005 - Nov 2008

  Duluth, Minnesota Area



Ohio National Financial Services

• United States
• Financial Services
• 300 - 400 Employee

• Financial Advisor

  • Jan 2004 - May 2005

  Greater Minneapolis-St. Paul Area