As a Senior Advisor - Investment Strategist at JNBA Financial Advisors, I work with individuals and families to create and implement custom financial life plans to help them achieve their short- and long-term goals. I specialize in portfolio construction and analysis and have a passion for creating innovative strategies that help mitigate portfolio taxes and investment risk. I’m a member of the JNBA Investment Committee actively participating in investment strategy and decision making for the firm. This includes investment management strategies for family foundations, nonprofits, and corporations. In addition, my experience in helping JNBA clients and their families understand the key compo