Insuring against adversity, investing for opportunity, and planning for both.
My passion to help others enhance their financial situation has been a driving factor in my life.
As a tax accountant early in my career, I saw the impact finances can have on your financial freedom.
Today, as a wealth advisor, providing financial guidance allows me to help my clients on a larger scale through holistic financial strategies that help them reach their goals and change their lives and the lives of the next generation.
I love working with driven young professionals starting out in the medical and dental fields and related industries. These individuals have the discipline to be successful, and simply need a little guidance.
After all, finances are emotional. I believe in being quick to listen and slow to speak, focused on building trust and understanding your needs and desires before making recommendations.
I believe through good habits and sound financial strategies you can begin the path to financial independence.
Let’s get started.
Outside of helping motivated professionals reach their financial goals, I am also passionate about being active and getting outdoors. I am engaged to be married August 2021, and together, my fiancé and I love traveling, fishing, and walking our dog Huxley.
- Double major in accounting and business administration with a minor in finance from the University of Sioux Falls
- FINRA Series 7 and Series 66 registered
- Life, accident, and health insurance licensed
I work in partnership with Brett Vander Bloemen out of North Star’s Minneapolis office. Coaching our clients with our combined knowledge and expertise, we are focused on cultivating long-term relationships based on transparency and sound financial strategies.
Our hope is every client experiences a sense of comfort regarding their individual financial circumstances.
No one expects disability to happen to them, but if it does, disability insurance protects if you lose your most important asset: your ability to work.
With an occupation disability insurance policy, you can protect your income in the event of short-term or long-term disability.
You can provide long-lasting security for your family through life insurance. I can help you determine the level of coverage you need to fortify your family against the unknowns.
Prepare to retire with confidence. I can help coordinate your contributions and savings vehicles at every stage of your career and create a contribution strategy that will help you experience the retirement you dreamed of.
John is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.