How do I help our clients live better lives?
Company employees are unfortunately undereducated when it comes to investing and personal finance. I take pride in sitting down with these employees, one-on-one, and provide them with the 401(k) or 403(b) education and guidance they need to put themselves in a position to reach their retirement goals. It is also extremely important talk regularly with the company’s plan trustees to ensure we provide the companies and their employees with a high quality and compliant 401(k) or 403(b) plan.
How do I spend my time away from HWM?
That’s easy; family, sports, travel. I am married with two children and we love travelling together and
exploring some of the beautiful places this world has to offer. I really caught the travel bug during my 20 years in the U.S. Navy. I was fortunate to have visited 43 different countries (so far) and I have actually circumnavigated the planet. As far as sports are concerned, I was born and raised in Minnesota, so I am a huge Minnesota Vikings fan (SKOL!). I enjoy hockey and baseball as well. Someday I will get back into golf as soon as I can muster up the courage.