I began my career in the summer of 2005 as an intern during college and in 2009 I joined the Theilmann Financial Group as a Financial Advisor. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, insurance and estate planning. I received my degree from Drake University. I live in Wayzata with my wife Katie, son Henry and dog Lucy.  I enjoy being active in sports throughout the year and spend time on the lake during my free time.

• UBS Financial Services Inc. - Financial Advisor - Wayzata - October 2009 - Present
• UBS Financial Services Inc. - Internship - Minnetonka/Wayzata/Minneapolis - June 2005 - October 2009

• Economics, Drake University, 2008

• Series 7, General Securities Representative
• Series 66, Uniform Combined State Law
• Accident & Health, Life, Variable Life & Variable Annuities Licenses: AZ, MN

AK, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, UT, VA, WA, WI