Even while holding various positions in the public and private sectors for well over a decade, I always had more than a casual interest in personal finance. It wasn’t until 2006 when I decided to jump into the field professionally. In 2008, after obtaining valuable experience working as a financial advisor at Thrivent Financial and armed with my newly minted CERTIFIED FINANCIAL PLANNER™ designation, I decided to open my very own FEE-ONLY financial planning firm.
Superior Financial was launched, under the belief that it is possible to provide high quality, financial planning and investment advice at a reasonable cost and without the glaring conflicts of interest present with most advisor-client relationships. It is a company I am extremely proud of. I am especially privileged to help ordinary people achieve their most important life goals and I am honored by the trust my clients put in me.
A native of Mound, Minnesota, I am married to my wife, Sarah and have four active children. Away from work, Sarah and I spend much of our time juggling our kid’s sports and activity schedules. I enjoy many interests including, biking, hiking and traveling. I take an active role in my church, Rochester community and in my kid’s schools and continually strive to live out my personal financial mantra:
Live Healthy. Give Generously. Protect you and your loved ones.
Save early and often. Spend the rest to enjoy life!
EDUCATION and TRAINING
- Bachelor of Science, Valparaiso University, Valparaiso, IN
- Masters of Science, Michigan State University, East Lansing, MI
- Certificate in Financial Planning, College for Financial Planning, Denver, CO