Qualifications 

I’m proud to say that my business is built on a team effort. My two accomplished assistants, Derek Olson and Deb Sinnott, share my dedication to excellence. Derek and Deb are full-time, licensed and registered professionals who help me provide investment services for my clients. Deb specializes in account services and keeps my appointment schedule, while Derek helps me stay in touch with clients and provide investment advice. 

 

After growing up in Duluth’s Denfeld neighborhood, I now live in Superior, Wisconsin with my wife Sandy and my two children: Ryan and Holly Ann.

 

Away from work, I have a number of varied interests. Music is one of my first loves - both writing and performing. My wife and I provide space to (and are actively involved in assisting in the operation of) a large, non-profit gymnastics facility in Superior, WI called Twin Ports Gymnastics. In addition, in our free time, we’re avid boaters and members of the Duluth Power Squadron. Finally, our favorite family free-time activity is a sport called Geocaching, which is a form of high tech treasure hunting. Thank you for taking a few moments to learn more about me and my practice. I hope you’ve gained some insights into how I might be able to help you meet your investment goals.