AJ is an advisor and also serves as our Portfolio Manager. His primary focus is working directly with our clients, assisting them with the discipline, education and research to fund and secure their highest-held goals.
AJ works primarily with executives and retirees from the finance, technology, and other professional services industries.
As our firm’s Portfolio Manager, AJ leverages relationships at leading asset management firms and investment banks to gain access to institutional risk management technology, portfolio analysis, and capital markets insights.
AJ has earned the CERTIFIED FINANCIAL PLANNER™ designation and holds a Bachelor of Science degree in Financial Planning and Wealth Management from Iowa State University.
AJ lives in Minnetonka with his wife, Jayden, and their daughter, Emilia.