Helping you enjoy the retirement you’ve imagined.

Our goal is simple: Help hardworking people like you and your family to prepare, implement, and manage every phase of your pre- and post-retirement life, helping to ensure your “Golden Years” are just that—golden.

About

Providing holistic financial advice since 1998

If you’re looking for financial guidance that feels personal, thoughtful, and grounded in real life, you’re in the right place.

Our goal is simple: to help you enjoy life more by bringing clarity and confidence to your financial decisions. We believe wealth management is about much more than choosing investments—it’s about understanding how all the pieces of your financial life work together and providing advice that’s always centered on your best interests.

When we work together, we’ll focus on building a comprehensive financial strategy designed around your goals, your values, and where you are in life. That means looking beyond performance alone and paying close attention to how decisions are made, why they matter, and the long‑term impact they can have — including the role taxes play over time.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary, I am committed to acting in your best interest at all times. I believe the strongest client relationships are built on trust, transparency, and advice that carefully balances growth opportunities, risk management, and tax‑aware planning.

Financial life isn’t always predictable. There will be changes, challenges, and new opportunities along the way—from career transitions to retirement planning and legacy considerations. Together, we’ll work to manage your resources wisely so you can feel confident about today and prepared for what comes next.

When I’m not working with clients, you’ll likely find me fishing, gardening, hunting, or planning our next trip. My wife, Nikki, and I live in Elk River, MN, with our children, Anna and Chet. We’re actively involved in our local church, conservation groups, and local charities, and we’re grateful to be part of this community.

CERTIFIED FINANCIAL PLANNER™

Certified Fund Specialist

Photo Credit: Anna Nordmeier

Wealth-building services

Your investment and financial strategy should revolve around you.

We strive to truly understand your financial goals and objectives and then develop a highly sophisticated approach to help meet your needs.

• Comprehensive financial planning
• Estate planning*
• Retirement strategies
• Wealth management

How much do you charge?

Financial planning is a standalone fee-for-service. We do not have asset management minimums, nor do we use gimmicks and high-pressure sales tactics. Personalized investment management, insurance, and securities implementation are provided as optional and separate services for an additional cost.

How it works

Start the conversation.

First, we will talk with you to learn about your goals and dreams. Then, we work together to figure out the best way to prioritize your resources, so you can get organized and take control of your financial situation.

Build your personal financial plan.

The next step is to create a personalized financial plan centered on your life goals. This plan is tailored specifically to you, based on your current income and expenses and aimed at your long-term objectives. This gives a clear picture of where you want to go and the steps you need to take to get there.

Take action.

Putting your plan in motion is where the real work begins, and when we show our value the most.

At our core, we provide invaluable support through effective execution. Our expertise helps you stay accountable to and aligned with your plan. We will schedule regular reviews to ensure progress toward your goals, along with offering support and guidance as things change in your life or in the markets.

With our guidance, you can turn your plans into reality.