I’m proud to be part of the Granite Financial team, where I serve as a Paraplanner, supporting Financial Advisor Laurie Humphrey and the clients Granite Financial serves. My role focuses on the research, analysis, and preparation behind our clients’ financial plans, helping turn the complexities of the financial world into strategies that support their goals and priorities.
My career began in education. I earned my bachelor’s degree in Physical Education from the University of Northwestern–St. Paul and went on to teach and coach at Centennial High School in Blaine, Minnesota. In 2011, I moved to St. Cloud to pursue a master’s degree in Special Education.
After eight years in education, I made the decision to transition into financial services. While it was a significant career change, I’ve found many similarities between the two professions—particularly the importance of listening, educating, and helping people better understand the decisions in front of them.
A commitment to learning will continue throughout my career in financial services. Most recently, I completed the necessary requirements to earn the CERTIFIED FINANCIAL PLANNER® certification. The CFP® certification represents comprehensive knowledge across financial planning disciplines and a commitment to rigorous professional and ethical standards. This additional expertise strengthens my ability to support Laurie in developing and implementing financial planning strategies for her clients.
I also hold the Behavioral Financial Advisor™ (BFA™) designation, which focuses on understanding how our values, emotions, and behaviors influence the decisions we make about money. Combining technical financial planning knowledge with an understanding of the human side of financial decision-making provides valuable perspective in the planning work I do behind the scenes.
In my personal life, my wife and I are proud parents to two young daughters, and we call St. Joseph home. Outside of work, you’ll often find me involved in church activities, participating in or attending sporting events, umpiring baseball games, or tackling a home improvement project. I also enjoy exploring state parks, golfing, spending time at the lake, and walking/biking the Lake Wobegon Trail.