Who We Are
I have been providing accounting and tax guidance for over 30 years. I am experienced in working with individuals, business owners, and corporations on multiple levels, and this experience gives me the breadth of knowledge needed to assist clients.
I received my Bachelor of Accountancy from the University of Minnesota, Duluth. I am a licensed CPA and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the College for Financial Planning.
I am able to focus on providing assistance to individuals and business owners regarding income tax and estate planning strategies, retirement planning strategies (401(k), SEP, ESOP, etc.), as well as helping client families navigate the challenges of aging parents, including health care, living arrangements, and wealth transfer.
I grew up in Maple Plain, Minnesota and currently live in Medina, Minnesota with my wife, Lisa. We have one daughter and participate in church, community, and sporting events as a family. In my spare time I enjoys playing hockey, fishing, and hunting. I am a member of the Orono Lions Club and volunteers in community and charity opportunities. For a complimentary initial discussion or to schedule a meeting, contact or (763) 227-7909