Focus: As a Financial Advisor since 2005, I have been dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals.  Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.

Background & Experience: I earned a bachelor’s degree in business management from the University of St. Thomas, with minors in psychology and philosophy. I hold my FINRA Series 7, 6, 63 & 66 registrations, & life/accident/health insurance licenses. I began my career as an Investment Specialist with TCF Investments in 2005.  I joined US Bancorp Investments in 2008 & I moved my practice to Wells Fargo Advisors in 2013.  In 2024, I established Hed Private Wealth Management of Green Wealth Management Group as an independent advisor. I have extensive experience with high-net-worth investors & enjoy the challenges and complexity of helping them meet their financial goals. In 2018 and 2019 I was recognized as a Forbes Top Next-Gen Wealth Advisors¹.  I have been named one of the AdvisorHub 100 Solo Advisors to watch 2023, 2024 & 2025². I have been named a Five Star Wealth Manager by Five Star Professional (FSP) each year from 2014 to 2025

Education: I earned a bachelor’s degree in business management from the University of St. Thomas, with minors in psychology and philosophy. I hold my FINRA Series 7, 6, 63 & 66 registrations, and life/accident/health insurance licenses.

Away from the office: I enjoy boating on Lake Minnetonka, traveling, playing a variety of sports, and cheering on our MN sports teams.  I grew up in SW MN in the small town of Welcome, MN and currently live locally here in Edina, spending my winters in St. Pete Beach, FL.

1. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19 (Source:Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 – 3/31/18 (Source:Forbes.com). The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2. 2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 – 12/31/22 (Source: AdvisorHub). The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating.A2W winners are redefined into subcategories and then ranked with the subcategory based on scale, growth and professionalism. The rating and ranking are not related to the quality of the investment advice and based solely on the disclosure criteria. Being placed on the subcategory does not denote an additional award. 1358 wealth managers were considered for the rating; 700 (51.5% of candidates) were named 2023 AdvisorHub Advisors to Watch. 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 – 12/31/23 (Source: AdvisorHub).  The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosure criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory.  The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating.  1987 wealth managers were considered for the rating: 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.  2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch. 

3. 2025 FIVE STAR WEALTH MANAGER

The Five Star Wealth Manager award was issued on 11/01/2024 by Five Star Professional (FSP) for the time period 03/13/2024 through 10/29/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4789 Twin Cities-area wealth managers were considered for the award; 624 (13 % of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2024 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers.  Visit www.fivestarprofessional.

2023 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2022 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/21 by Five Star Professional (FSP) for the time period 03/29/2021 through 10/8/2021. 4544 Twin Cities-area wealth managers were considered for the award; 622 (14% of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2021 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/20 by Five Star Professional (FSP) for the time period 03/30/2020 through 10/23/2020. 4004 Mpls / St. Paul-area wealth managers were considered for the award; 630 (16% of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2020 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/19 by Five Star Professional (FSP) for the time period 03/1/2019 through 10/25/2019. 3606 Mpls / St. Paul-area wealth managers were considered for the award; 589 (16% of candidates) were named 2020 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2019 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/18 by Five Star Professional (FSP) for the time period 03/23/2018 through 10/23/2018. 3504 Mpls / St. Paul-area wealth managers were considered for the award; 671 (19% of candidates) were named 2019 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2018 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/17 by Five Star Professional (FSP) for the time period 02/23/2017 through 10/13/2017. 2622 Mpls / St. Paul-area wealth managers were considered for the award; 591 (23% of candidates) were named 2018 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2017 FIVE STAR WEALTH MANAGER
This award was issued on 11/1/16 by Five Star Professional (FSP) for the time period 02/25/2016 through 10/14/2016. 2304 Mpls / St. Paul-area wealth managers were considered for the award; 836 (36% of candidates) were named 2017 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2016 FIVE STAR WEALTH MANAGER
This award was issued on 11/1/15 by Five Star Professional (FSP) for the time period 04/17/2015 through 10/14/2015. 2083 Mpls / St. Paul-area wealth managers were considered for the award; 854 (41% of candidates) were named 2016 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2015 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/14 by Five Star Professional (FSP) for the time period 04/17/2014 through 10/14/2014. 2673 Mpls / St. Paul-area wealth managers were considered for the award; 825 (31% of candidates) were named 2015 Five Star Wealth Managers. Visit www.fivestarprofessional.com

2014 FIVE STAR WEALTH MANAGER
This award was issued on 12/1/13 by Five Star Professional (FSP) for the time period 04/17/2013 through 10/14/2013.1931 Mpls / St. Paul-area wealth managers were considered for the award; 844 (44% of candidates) were named 2014 Five Star Wealth Managers. Visit www.fivestarprofessional.com

CA Insurance License 0G73382, Resident State MN