Based in Minneapolis, MN
– willing to travel nationally
Certified Exit Planning Advisor (CEPA)
As a Pinnacle Business Guide, a Certified Exit Planning Advisor (CEPA) and experienced business executive, I have spent the past 33 years perfecting my skills and leadership. I enjoy digging in on complex issues or problems to help find the best path toward a successful solution. I am excited to work collaboratively with clients to help meet their business growth goals, achieve their financial objectives and recognize their personal dreams.
I spent 33 years in Fintech and Wealth Management businesses, helping to build one of the industry’s largest TAMP’s (Turnkey Asset Management Platform), Sawtooth Solutions (“Sawtooth”), LLC. In 2021, we completed the sale of Sawtooth to a strategic business partner, backed by a large Private Equity Firm. I have personally been through this exciting business exit process and will share my insights and experience with clients.
I have a BSB in Marketing and an MBA in Finance from the University of Minnesota’s Carlson School of Management. I hold my Series 65 and Life Insurance licenses. I live in Chaska, MN. I have 4 children and a loyal Vizsla named Louie. I enjoy golf and vacations with my family.
With an impeccable history in financial services and business operations, I will bring both my experience and innovation to clients to help them to reach their dreams!