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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Golfing when at all possible
  • Hiking along the Wasatch front
  • Enjoying winter at all the great Utah ski resorts
  • Feeding the birds and other wildlife in my backyard
  • Hunting with my chocolate Lab, Kola.
  • Fishing in my 19 foot Lund

Community Participation

    • Days of Yore volunteer
    • Ducks Unlimited member for 30 years
    • Lay Ministry volunteer
    • Past Financial Planning Association of Utah Board member
    • Knights of Columbus member

Areas of Focus

  • Small Business
  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning

Experience

Awards & Recognition

  • Board Member of the Year - ARC Suburban, 1989

Education

  • St. Johns University, BA Business Administration
  • University of St. Thomas, Masters of Business Administration

My Photos Show Thumbnails

Erin, Dan, Kristin and Ginny Foslid

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.