Biography
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. Helping ensure 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 began my career as an Investment Specialist with TCF Investments in 2005. I joined US Bancorp Investments in 2008 and 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-networth investors and 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 top 100 Solo Advisors to Watch 2023 and 2024 by AdvisorHub2.
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, & 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 and I spend my winters in St. Pete Beach FL
- 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.
- 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. 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.
CA Insurance License 0G73382, Resident State MN
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Take the next step towards financial goals. Reach out today and we will start working hard for your goals.
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©2024 Green Wealth Management Group. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), MEMBER SIPC a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Green Wealth Management is a separate entity from WFAFN.