I am a wealth strategist, expert witness consultant and professional instructor. Organizations hire me to help identify, target, open and implement high net worth opportunities involving the structuring, preservation and transfer of wealth. I am an expert in the communication, presentation and design of techniques and strategies that assimilate income/transfer taxes, business continuation, investment, trust design & administration, and large case life insurance. I upgrade organizational & client outcomes by collaborating to identify creative ideas and improve the likelihood of implementation, which increases and diversifies organizational profitability.

I have over 17 years of industry experience, which includes positions held in a multi-family office, three registered investment advisory firms (two were also M Financial member firms), the private client services of a large national bank and the institutional distribution arm of a life insurance carrier. I also served in active federal military service in the United States Army in the Republic of Korea from 1996 to 1998.

I have testified in FINRA arbitration and Federal District Court cases as an expert witness on the proper use and design of sophisticated trust/estate and life insurance funding techniques. I am a former President and board member of the Twin Cities Society of Financial Service Professionals, serving my fifth year as the national online asset management course instructor for the Certified Employee Benefit Specialists designation program, a member of the Twin Cities Financial & Estate Planning Councils and Minnesota Financial Planning Association.

I am a Certified Financial Planner®, Certified Trust Financial Advisor, Certified Employee Benefit Specialist, Chartered Life Underwriter, Accredited Estate Planner, admitted to practice before the IRS as an Enrolled Agent, a graduate of the Institute of Certified Bankers National Graduate Trust School, the American Institute of Banker's Personal Trust School and the American College's Master of Science in Financial Services degree program.