Since 2001, I have worked with select groups of families, businesses, and institutions to help them build, manage, preserve, and transition their wealth. I am a CERTIFIED FINANCIAL PLANNER™ Professional at Wells Fargo Advisors. Having the CFP® designation required me to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. I have been recognized by Wells Fargo Advisors to Platinum Council from 2015 to 2021, (previously known as Premier Advisor) a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. Through highly comprehensive investment planning and cost effective portfolio development, I advise clients on tax minimization, asset preservation, liability management, and a specific emphasis on helping ensure a lifetime retirement income stream. I help my clients meet their financial goals by providing the following services: • Investment Planning • Retirement Income Planning • Wealth Preservation • Tax Mitigation • Estate Investment Planning • Multi-generational Wealth Planning • Charitable Giving Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Away from the office, I spend my free time with my beautiful wife (Marla), our son (Karsten), our daughter (Kinley), and our two dogs and two cats. I enjoy participating in outdoor activities, traveling, golfing, attending sporting events, and giving back to the community.