Experience financial resources directed by your values and toward your goals.
Growing up blue-collar in a small town in North Central Minnesota shaped my belief of what my future could look like. As I wasn’t surrounded by wealth and was naïve about how it was built, I was ignorantly content with my direction in life. What I did know was that I needed to gain an education.
It wasn’t until my university experience that it became clear to me that my path was to help people achieve financial independence. I’ve since spent my entire career in financial services striving to make an impact. I’ve accomplished this through face-to-face client conversations, as well as recruiting, launching, and training financial advisors. All in an effort to build holistic, advice-based practices. Today, I’ve partnered with Kyle Heller—Wealth Advisor and CFP in building Waypoint Wealth Group.
Like me, before entering financial services, many Americans possess a general understanding of basic financial concepts. Many also believe their best route to financial success is the classic DIY approach; the do-it-yourself approach can work for some, but the majority need guidance, direction, and accountability.
In my career, the folks I’ve been inspired by the most are entrepreneurs and business owners. Here are some interesting statistics:
- 99.9% of businesses across the US are small businesses
- Nearly half of all U.S. employees are employed by a small business
Source: Forbes Advisor. Small Business Statistics Of 2024.
At Waypoint Wealth Group, we serve all types of families and individuals. As a financial professional, I’ve developed a strong conviction to support small business owners in succeeding and supporting their employees.
- FINRA Series 7 and 66 registered
- Life and Health Licensed
Key person planning
Employee benefits and financial wellness
Education funding strategies
Income protection strategies
Tax-efficient investment strategies*
Comprehensive financial planning
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.