As one of the owners and a Financial Advisor at Encore Financial, my specialization lies in financial planning, with a particular focus on understanding the tax impact on my clients' overall goals. I firmly believe that considering the tax implications is crucial to developing effective financial strategies. With over 15 years of experience in the financial industry, I have dedicated myself to providing comprehensive financial planning, investment management, tax preparation, and tax planning services to my clients.

Throughout my career, I have worked at JRA Financial, as well as Schlenner Wenner & Co. These experiences have allowed me to develop a deep understanding of the financial industry and refine my skills in serving clients effectively. I am a Certified Public Accountant^® (CPA^®) and most recently obtained the Behavioral Financial Advisor^® (BFA^®) designation, which gives me insight into the psychological aspects of finance and decision-making.  

I’m originally from Russell, Minnesota, and currently reside in Hanover, Minnesota, with my wife and our two children. Being a dad is the most rewarding (and challenging) job I’ve ever had…and I love everything about it! In the rare times I’m not soaking up time with my family, you can find me on the golf course, taking in a live concert, or sitting on the deck with a nice glass of Bourbon.

My journey in the financial services industry began in 1995 where I had the privilege of working at JRA Financial Advisors in Maple Grove, MN. I’ve been a Financial Advisor for over two decades, guiding clients through every phase of life. I carry all required licenses as well as the Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist designations. Over the course of my career, I've been instrumental in building a Financial Planning firm from the ground up, focusing on the Planning, Investment Research, Qualified Plans and Marketing departments.  

In 2021 I partnered with 3 other Advisors and, together, we decided to build Encore Financial. Today, there are 20 amazing people on the Encore team offering a wide range of experience and expertise. We pride ourselves on combining robust systems and processes that rival those of industry giants with the personalized touch unique to a small midwestern company. Our mission is simple:  to be the first - and last - phone number our clients need to call for help.   

When not working, chances are good you’ll find me on a golf course, on a pickleball court or indulging in a little shopping. My family and friends are my foundation - their patience, humor, and unwavering support have been instrumental in shaping who I am today, and I am forever grateful for their influence. 

My path to a long-standing career in the financial services industry started with my passion for financial education and people. Understanding the process of building a sound plan, and how all of the pieces fit together, is critical to having the confidence to make good financial decisions. My clients teach me about themselves, and I in turn take their stories and align them with a financial planning design that is tailored to their specific goals and critical objectives. Partnering with people in this process, and ultimately seeing them succeed, brings me tremendous joy and pride.

Before establishing Encore Financial with my business partners, I spent over 20 years with JRA Financial Advisors. I built professional and personal relationships as I learned from some of the best in the industry. During my time there I earned numerous licenses and registrations, furthering my expertise in the field. After the company went through an ownership change, I decided to focus my strategic leadership skills on growing a team who will provide the same culture and overall service I was taught is so critical to client success.  

Outside of my professional life, I cherish the time I spend with my family and all that comes with a busy household. I currently live with my husband, Clayton, our three children, Lavin, Quaid, and Kendrie, and our (high spirited) dog, Bowie. The day-to-day craziness that comes with a busy family grounds me and gives me a strong sense of purpose. When not being their personal Uber driver, or cheering them on in their sporting events, we love to travel and actively volunteer for local organizations near our community.

As one of the owners and a Financial Advisor at Encore Financial, I have specialized in tax and retirement planning. Understanding the complexities of taxes and planning for retirement allows me to create comprehensive strategies that help my clients achieve their objectives. With over 15 years of experience in the financial services industry, my primary responsibility is to provide excellent financial advice that aligns with my clients' goals.

I have a bachelor's degree in finance from St. Cloud State University, as well as a Certified Financial Planner™ (CFP^®), Accredited Investment Fiduciary^® (AIF^®), and Behavioral Financial Advisor^® (BFA^®) designations.  

My favorite part of the job is helping my clients' goals come to fruition. It is incredibly rewarding to play a part in their financial journey and see the positive impact my advice can have on their lives. Seeing the relief on a client's face when they are on the right path is truly fulfilling. I firmly believe that the greatest value I can provide for my clients is a holistic approach to their financial plan.  

I live in New Hope, Minnesota with my wife, Amanda, and our two children, Tucker and Benson. When I'm not working, chasing kids around or knocking things off the proverbial "honey do" list, I can be found in the woodshop building something new.    

In a world of uncertainty, of endless information, and of countless options, it’s easy to worry.  Did I miss something?  Should I be doing something?  Should I not be doing something? Worry robs us of enjoying things around us – family, friends, experiences.

Over 37 years ago, I made it my mission to help people have peace of mind about their financial affairs. I have found that my clients can have peace of mind about their financial affairs by clarifying their goals, exploring their options, and moving ahead with strategies that fit them. 

Financial planning is not an event or something to be accomplished.  It is a journey.  It has been my honor to walk with people on their journey’s and to use my education and experience to help people in any way possible.

To serve my clients best, I have always placed a high priority on my own education and have earned Chartered Financial Consultant, Chartered Life Underwriter and Registered Employee Benefits Consultant designations.  I’ve been pleased to serve my industry by serving on the board of the Twin Cities Society of Financial Service Professionals and by being its president in 2000-2001.

I hope that getting the little voices of doubt and uncertainty regarding our finances out of the backs of our heads will allow us to focus on the truly important things in life.  Whatever that is for you.

As a financial advisor, I specialize in financial planning, investment management, and risk management. My mission is to provide a client experience that is built on trust and transparency. I engage my clients in the financial planning process, and we craft a wealth plan that is the foundation for their financial success. I want my clients to feel confident in the fact that we are providing stability and protection on their path to achieving financial freedom. 

I have 5 years of experience in financial planning and financial services. In my prior role I worked as Chief Operating Officer at a wealth management firm in Minneapolis. I am currently FINRA registered with Series 7 and 66 securities licenses as well as life and health insurance. At Encore Financial I am a partner with Sr. Advisor Jed Lund.

I graduated from the University of Minnesota with a B.S. degree in Finance. I was member of the Gopher Men’s Hockey program from 2001-2005 and won the 2002 and 2003 NCAA National Championship. 

I live in Elk River with my wife Kristi, and children Hadlee and Rhett. I coach hockey and baseball in Elk River. I also enjoy golfing, fishing, and spending time with family.

My career in the financial services industry began over a decade ago, where I started by supporting a small financial planning firm and quickly discovered my passion for financial planning and client service. Through working with other financial planning firms, I built a strong foundation and continued to expand my knowledge so I could better support clients.

Financial planning is most meaningful when it aligns with what matters to you. I spend time with clients to learn what they value, what dreams they hope to achieve, and what success means to them. Whether someone is just starting their career, growing a family, or planning for retirement, my goal is always the same: to help clients feel confident, informed, and ready to make the decisions in front of them.

The importance of financial planning became especially personal to me when my father experienced a medical event later in life that required a major change in his professional career. While my parents had been diligent savers, it was the guidance of a financial professional that helped them navigate that transition without derailing their long-term goals. That experience continues to shape how I work with clients today.

Outside of work, I enjoy time with my husband and our children. My daughter, Kaelynn, has discovered a love for gymnastics, and my son, Nolan, currently enjoys spending time on the baseball field—though his interests, like most kids’, continue to evolve. Family life keeps us grounded and reminds me how priorities and goals naturally change over time. We also enjoy serving together in our local church’s children’s ministry.

As a Portfolio Manager and Financial Planner at Encore Financial, my primary responsibilities revolve around handling portfolio management for the firm. This includes conducting investment research, developing models, managing risk, designing portfolios, and making tactical shifts as needed. Additionally, I provide comprehensive financial planning services to my clients, with a particular focus on retirement and goal-based planning. With over 20 years of experience in the financial services industry, I have developed a deep understanding of portfolio management and financial planning.

Throughout my journey in financial services, I have gained valuable experience working at esteemed institutions such as JRA Financial, US Bank Asset Management, and Thrivent. In 2004, I obtained the Series 7 and 66 securities licenses, as well as licenses for life and health insurance, further enhancing my expertise. Prior to beginning my career, I attended the University of Minnesota at Duluth.

What I find most fulfilling about my job is the perfect blend of rigorous research, number crunching, and analysis, coupled with the rewarding aspect of being an advisor. Seeing my research and recommendations positively impact people's lives is truly gratifying. I firmly believe in simplifying complex financial concepts and providing clarity to my clients, enabling them to make informed decisions. The challenge of tracking market movements and forecasting the direction of the economy is something I thoroughly enjoy. I actively make changes to portfolios to ensure they are optimally positioned for success. Witnessing individuals achieve their financial goals and attain financial independence brings me great satisfaction.

I am proud to operate as a Portfolio Manager and Owner of Shores Edge Financial, serving as a Managing Member in association with Encore Financial. With over 15 years of experience in the financial services industry, I have dedicated my career to managing and constructing portfolios tailored to meet clients' long-term objectives and risk tolerance. My primary responsibilities encompass a wide range of tasks, including portfolio management, portfolio construction, asset allocation, and tactical allocation. I specialize in managing, monitoring, and evaluating multi-asset portfolios that comprise equity, fixed income, and alternative investments.

Before establishing my role at Shores Edge Financial, I had the privilege of working at AdvisorNet Portfolio Partners, where I honed my expertise and developed a deep understanding of the financial landscape. In 2014, I achieved the esteemed Chartered Market Technician^® (CMT^®) designation, further enhancing my knowledge and skills in technical analysis. Additionally, in 2018, I obtained the Certified Investment Management Analyst^® (CIMA^®) certification, solidifying my proficiency in investment management.

My journey in the financial world began after attending Winona State University. Armed with a strong educational foundation and a thirst for knowledge, I embarked on a career driven by the challenge of solving the market puzzle. The ever-changing nature of the market motivates me to find innovative solutions for my clients, ensuring their financial success in an ever-evolving landscape.

Outside of my professional endeavors, I find joy in spending time with my loving family. I currently reside in Medina, Minnesota, alongside my wonderful wife, Jenny, and our twin girls, Tori and Lydia. In my leisure time, you'll often find me on the golf course, enjoying a game of pickleball, or engaging in any board or card game that requires strategy and competition.

*Not affiliated with or registered with Osaic Wealth, Inc.