I joined Stiles Financial Services in 2024 and serve as a wealth advisor to a select group of successful individuals and families, helping them steward their wealth in a manner consistent with their values, priorities, and long-term objectives.
For more than 30 years, I have guided clients through historic periods of economic expansion, market volatility, geopolitical uncertainty, and their own unique personal transitions. My approach is grounded in fierce independence, complete transparency, and an unwavering commitment to serving my clients’ interests above all else. I believe effective wealth management requires a deep understanding of what matters most to each client—their values, priorities, family dynamics, and vision for the future.
In collaboration with my partners at Stiles Financial, I apply a disciplined decision-making process designed to identify and evaluate potential outcomes, consider key variables, and focus attention on the factors clients can meaningfully influence. Rather than relying on one-size-fits-all formulas or models, I strive to be a trusted steward and advisor, helping clients make informed decisions, navigate complexity, and pursue meaningful accomplishments on their own terms.
Outside of work, I enjoy spending time with my wife, Betsy, to whom I’ve been married for more than 35 years, and our three adult children. Together, we enjoy outdoor activities, playing music, and exploring our neighborhood and communities throughout the Twin Cities. Betsy and I are passionate about supporting organizations that serve individuals and families affected by disabilities.
