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