I joined Stiles Financial Services, Inc. in 2025 as a Private Wealth Manager. Before joining SFSI, I spent about five years as a financial advisor at a Twin Cities-based RIA firm specializing in retirement planning, where I developed a strong foundation in comprehensive financial planning and tax-efficient strategies while building trusted client relationships.
I believe thoughtful financial planning begins with understanding what matters most to each client. As a CFP® professional, I help clients make informed decisions about their financial future through an integrated planning approach that goes beyond investment management. My work includes coordinating investment strategy, tax planning, retirement income planning, estate planning considerations, and legacy goals so that each part of a client’s financial life works together with intention.
I am committed to providing attentive guidance, proactive oversight, and careful stewardship over client assets and overall net worth. I work closely with clients to help them build, preserve, and transition wealth over time, offering personalized strategies as their needs and priorities evolve. I also leverage advanced financial planning technology to help clients better understand their options along the way.
Originally from Northfield, Minnesota, I earned my bachelor’s degree in Finance with a minor in Data Analytics from the University of St. Thomas. I now live in Minneapolis with my wife, Alex. Outside of work, I enjoy hiking, boating, camping, sand volleyball, pickleball, and cheering on Minnesota sports teams, especially the Vikings and Timberwolves.
Credentials: CERTIFIED FINANCIAL PLANNER® professional
Insurance Licensure: Life, Health, and Accident
