Inspired to start this firm after the birth of my daughter, I wanted to create a stable financial future for our family while having the freedom to be more present. These are principles this company is built on, and something that I want to help provide to clients. Financial stability and freedom, with customer service you would expect from family.
I graduated in 2018 from the College of St. Scholastica with a Bachelor of Arts degree in Finance. I also attained minors in Business Management and Accounting. In September of 2019, I passed my Series 65 Exam to become an Investment Advisor Representative. Outside work, I enjoy spending time with my wife and daughter, being outdoors, and playing golf. Duluth has been home for my entire life, and I am excited to serve the area.
At Maris Wealth Management we believe the best values are honesty and integrity. We always keep our client-first mentality, regardless of whether it's best for business. We will analyze your current holdings and any fees you pay, and compare them to our services and portfolios while giving you a recommendation you can trust.
At Maris Wealth Management we are committed to serving our clients in the best way possible. Our portfolio management expertise, combined with our outstanding customer service will ensure you are getting the best results and treatment possible. With our flat fee structure, you can be sure that your best interests are in mind, as we assist you towards the future you dreamed of.
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