This site serves as a place for an unbiased review of retirement challenges, investment know how’s, economy situations and a view into my life outside of work.
Some of you already know a bit about me. However if you don’t, here is a quick inside look.
- I was born and grew up in a small town in southern Minnesota by the name of St. Peter.
- At age 16, my parents gave me a birthday gift that impacted me – The Millionaire Next Door by Thomas Stanley and William Danko.
- Graduated in 1996 from South Dakota State University (SDSU) Hello to all my fellow “Jackrabbits”!
- A turning point in my life was moving to Fullerton California after college and working in the merger and acquisitions field for Franchises like Denny’s, Coco’s and Carrows, Jiffy Lube, etc…
- In 2001, I was recruited by Edward Jones and received my training in St. Louis Missouri. I moved back to Minnesota and opened an office at age 26.
- After 3 years, working 60 plus hours I resigned from the brokerage industry and started my own Registered Investment Advisory firm.
- Since then we have steered away from the sales of products (just not me) and focused on a fiduciary role of what is important to you as the person we help. Many of my clients call me their “thinking partner’.
- I am married to my wife Rachel and have three children. We call Minnesota home but spend our summers in the mountains of Granby Colorado.
- What do I enjoy doing outside of work? Learning by reading is one of my favorites. I always have a book that I am reading. I also enjoy fitness & health as well as my new pastime Brazilian Jui Jitsu.
In 2017, I renewed my vision to continue to help people that are transitioning into retirement. My goal is simple, to use the talents and experiences I have had over the last 15 years in the investment world to make an impact and to come alongside people to live out their retirement years with confidence. Sounds like a cheesy commerical I know, but it’s true.
So along with Legacy Retirement Advisors and this blog, my hope is you find small nuggets of information you can use to make your retirement better.