Introducing Preston:

• Preston has served institutions and high-net-worth families with comprehensive, customized and objective financial advice
• CERTIFIED FINANCIAL PLANNER™
• Works with the Roundtable™ to tailor advice for each client by integrating their life goals with personal finance
• Earned a BS degree from the University of North Dakota and an MBA for Metropolitan State University

• Lives in Minneapolis with wife and two sons. Enjoys travels and various sports.