I began my investment industry career in 2003 and joined Stifel in 2006 through its acquisition of the private client business of Miller Johnson Steichen Kinnard. My ability to connect with people and analyze complex financial issues made for an easy transition into the investment industry.
Outside the office, I am an active alumnus and board member for an organization that provides accounting services to students at the University of Minnesota. I also enjoy skiing, competing in triathlons, golfing, and spending time with friends and family at the lake.
Following in my father’s footsteps, I began my investment industry career in 2021 and joined Stifel in 2023. Prior to joining Stifel, I worked at Equitable Advisors, LLC and Thrivent Investment Management. I am dedicated to guiding my clients toward their short- and long-term goals. A native of the Twin Cities, I earned a B.A. in Business Administration - Financial Management from the University of St. Thomas – Opus College of Business.
Outside the office, I enjoy spending time with family and friends on the lake, skiing and snowboarding, motorcycling, snowmobiling, and staying active after a successful hockey career.
Certificates
Licenses
Awards
Education
AR State License
CA Insurance License