When I was 18 years old, my dad asked me an interesting question: "Do you want to be a millionaire someday?" My answer was, obviously, "Of course!" He then told me that investing into something called a Roth IRA was a necessary part of making that dream happen, and that once I graduate from college to take part of my first paycheck and invest in a Roth IRA. This conversation was the lead into my interest in financial services and a career as a financial advisor.
Once I graduated from college, I began working in the Rochester branch office of Waddell and Reed. One year later, I would begin working with Mikael Newman, which would eventually evolve into the Newman Group. I've now been in the financial industry for ten years, helping our clients understand the bigger picture of their finances, while also dealing with all those little details that can cause so much worry and stress. I love developing relationships with every client, hearing about their experiences, and learning from them as much as they learn from me. I place a heavy focus on financial planning when working with our clients, because I believe it provides the best foundation on which to help them build their financial successes.
I am from the little town of Maple Lake, Minnesota, where I was raised with two core principles: always telling the truth, and giving the best in everything you do. These are principles that still guide me today, both personally and professionally. I now live in Zumbrota, Minnesota, with my wife of three years, Kelly. Together, we have a son named Bennett and a goldendoodle named Nala. When I'm not being a busy dad or visiting with family members, I love getting out in nature to enjoy my two favorite hobbies: hunting and fishing.