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 client's 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 or registered with Osaic Welath, Inc.