As President of Cedar Ridge Wealth Management Group, my main focus is on the client and the client experience. I work with professionals, their families, and small businesses with both simple and complex financial planning issues relating to wealth accumulation, executive compensation, risk management, and employee financial education.
As my practice grew, I realized the need to bring on other advisors and professionals with experience to continue to serve the client base. I have built Cedar Ridge Wealth Management Group with a team that is experienced, professional, and results driven. Our conviction is to understand our clients and provide them recommendations based on their unique needs, whether it is a retirement plan sponsor, an individual, a family, or foundation/endowment.
I started with Waddell & Reed as a Financial Advisor in 2007. I am a graduate of the University of Minnesota – Twin Cities and have a background in Education which has served me well as I work with clients to help guide them on the path to pursuing their financial goals.
My family and I reside in Woodbury, MN and we are very active members of the local community.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18