Helping busy professionals cultivate financial wellbeing
Growing up, I. saw firsthand the importance of working with a financial advisor.
When my father was diagnosed with cancer during my childhood, my parents connected with a financial advisor. Together, they worked to implement strategies and take the necessary steps to protect what was most important to my family.
Now, I aim to make that same positive impact in the lives of my clients.
I develop a strategy for the unique needs of salespeople and other busy working professionals. Together, we build an agreed-upon gameplan that is easy for you to follow. With that in place, we can offload some of the day-to-day management of financial strategies from you to me. Ultimately, this gameplan will grant you the gift of your time, your most important asset.
I strive to remain an active, positive force in the lives of my clients as they work toward their financial goals and objectives.
Prior to joining Fortune Financial, I built my financial expertise while working in Corporate Finance and Investment Banking.
I attended Macalester College, where I graduated with degrees in Economics and Computer Science. While there, I also played inside linebacker on the football team.
Whether I am running, hiking, going to the gym, or doing CrossFit, I love anything that involves the outdoors and staying active. Additionally, I am a Partner of The Twin Cities Wellness CollectiveTM, a National Eagle Scout Associate Member, a Member of the Professional Sales Association of Minnesota, and a Member of the Young Professionals of Minneapolis. Outside of work, I enjoy traveling and spending time with my friends and family. On top of that, I recently picked up guitar again!
- Series 7
- Series 66
- Series 79
- Licensed Life & Health Insurance Producer
I am a part of Fortune Financial, an independent financial services firm in Minnetonka, Minnesota, affiliated with North Star Resource Group.
As a former student-athlete and Eagle Scout, I understand the importance and value of teamwork and relationships.
At Fortune Financial, I work closely with Founding Partner Jim Quandt and fellow Financial Advisor Alex Morrall. Together, we work alongside our extensive network to help clients make high quality decisions about their financial objectives.
Comprehensive fee-based financial planning
By taking a comprehensive approach to financial planning, my team and I can provide a wide range of support to our clients. I work with clients to establish what is most important to their personal financial situation and tailor a strategy unique to them and their family.
Cash flow strategies
Building a strong, consistent strategy around cash flow management is paramount in pursuing other key financial goals. I establish these strategies early on with my clients, so that when the foundation is set, clients are able to proactively work toward the future they desire.
Using the proper mix of investments, my team and I construct portfolios and strategies that aid in long-term, sustainable wealth creation, enabling clients to replace their income in retirement, prepare for college, pay for a house down payment, and work toward other financial goals—both large and small.
Every good idea has a back-up strategy waiting to be implemented. I work to assess insurance policies and other areas of risk management to ensure that coverage is adequate for a client’s needs.
AJ is a registered representative and investment advisor representative of Securian Financial Services, Inc. 4637014/DOFU 4-2022