I have been with Waddell & Reed since 1998 after graduating from the University of Wisconsin - LaCrosse. I enjoy growing long-term relationships with my clients and providing them with the individual care that they need. My clients come from all walks of life and my goal in working with my clients is to develop a financial plan that is tailored specifically to them and helping to pursue their financial goals and needs. I hold my Series 7 & 66 securities licenses along with Life, Accident, and Health.
I grew up in St. Cloud with my parents who were teachers and spent my summers on the family farm mowing the lawn and picking rocks out of the field. I currently live in Eden Prairie with my wife, Molly, and our three children – Henry, James, and Kate. I enjoy spending time with my family and am active in my children’s activities and enjoy coaching youth sports. I also like trying and experiencing new things and still spending time at our family farm (not picking rocks anymore!) and family cabin.
Waddell & Reed is not affiliated with any other entities referenced. 03/20