Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We specialize in investment management, retirement planning, 401(k) rollovers, education planning, estate planning, life insurance planning and much more.
At Kodiak Wealth we believe everyone deserves the opportunity to be helped while having access to the same guidance, support and options typically reserved for only people with large accounts. Regardless of how big or small your portfolio is, we know your money is important to you, so that makes it important to us. We strive to give everyone the same attention to detail and quality guidance, regardless of account size. I truly believe this and I’m proud to finally have that opportunity.
As your wealth manager my goal is to get to know you and develop a relationship that will help me better understand your unique goals and dreams. Every person is different, and I understand that what's right for someone else may not be right for you and your family. As a dad with a young family myself, I especially love working with other young professionals and their families to help them navigate through all the challenges that come with raising a family in today's world and help them get a great start on their financial future.
In addition to being a full time Financial Advisor, I'm also a husband, a father, and a coach. My wife and I are blessed with 3 amazing little ones that fill our days with lots of joy, laughter, and adventures (and keep us on our toes let's be honest). We love living in the little town we went to school in and love calling Auburn home.
I'd love the opportunity to help you too.