A first-generation college student, he enjoys seeing clients’ uncertainty transform into confidence through innovative strategies, collaboration, and excellent service.
Joined Lido: 2025
Homebase: Minneapolis, MN
Professional Focus: Helping clients become more financially literate by translating the complex, wide-ranging financial industry and its many uncertainties into comprehensible information and achievable goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.B.A., Financial Planning, University of Minnesota—Duluth; B.S., Statistics/Actuarial Science, University of Minnesota—Duluth
Previous Work Highlights: Previously held roles as a Senior Financial Planning Analyst, Financial Planning Analyst, and Associate Wealth Manager at PrairieView Partners where he served high-net-worth clients by providing in-depth analyses in financial planning, investment management, tax planning, and estate planning.
Personal Facts: Enjoys spending his free time with friends and family, trying new restaurants, and going on walks with his golden retreiver, Jasper. He also follows all Minnesota sports teams and stays active in the gym or by going on runs.
