St. Olaf College

D'Evelyn High School

Vice President, Wealth Management

Highline Wealth Partners

Wealth Manager

Our firm works with families, foundations and pension funds to bring distinct focus on what's important. Generally, our clients are preservation-oriented and tax sensitive, and our low-cost investment models are designed around that premise. 

We have created a firm for 21st century wealth management clients demanding clarity and consistency in capital markets asset management. Our foundation is built on the timeless traditions of integrity, transparency, and simplicity. 

My focus lies in providing customized wealth-planning solutions for families, executives, business owners and professionals.

Advisory Services are provided by Hall Private Wealth Advisors LLC, a Registered Investment Advisor.

Hall Private Wealth Advisors

Drove B2B wholesale new business development, account management and financial reporting strategies, which resulted in an average 10% increase year-over-year in the ultra-premium sector.  Streamlined sales cycle, cutting out 6 weeks with target market research and quantitative analysis reports.  Grew distributor B2C sales by tripling the account base in California alone, training new cross-functional team hires, driving management reporting, refining channel strategy, managing analytical support, running trade shows, and all other special projects as needed.

Neyers Vineyards

National Sales Marketing Manager

Assisted head winemaker on all aspects of harvest including grape sensory and chemical analysis, fruit processing, equipment preparation and service, primary fermentation analysis, racking, bottling preparation, and launching two new award-winning products.  Excelled in a bilingual, cross-cultural environment, building long-lasting relationships.

Harvest Intern

Domaine de Montille

Launched new training and organization programs for retail sales, bar service, tastings, and customer service on and off site.  Improved company operation, store coordination, product presentation, development of spirits and draft beer program and bi-monthly wine club release.

Thief Wine, LLC

Manager

Increased sales floor revenue through experience-based knowledge of all major wine and beer regions with analysis of consumer trends.  Inventory, ordering, display work, deliveries, e-commerce sales, bartending, food pairings, and store maintenance.

Haskell's Wine Company

Assistant General Manager

Development of project scope, scheduling, estimating, close-out, client facing, subcontractor management, and marketing tools for mixed use, hospitality, education, and tenant improvement projects of 5+ million dollar budgets.  Field and office collaboration for new out-of-state client multi-phase airport hotel project completed on time and under budget resulted in award of 3 new projects the following year.

Stahl Construction

Project Manager

Daily management, coordination, and supervision in the Special Projects Division for new construction, owner occupied, and renovation work.  Project scope, cost estimate, scheduling, contract administration, client and architect satisfaction, and financial outcome.

Clark Evans, CLTC ®