
After 22 years in corporate management as an accountant, in 2005 I shifted my focus and began a career in the financial services industry. I joined Waddell & Reed in 2014.
Over the years I’ve enjoyed being able to help people organize their assets, plan for their future, and manage risks against life's uncertainties.
My wife, Sandy, and I have two children and two grandchildren. When we’re not spending time at the lake, we enjoy travelling and attending University of Minnesota Gopher football and basketball games.
(09/20)