Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business

Qualifications

  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life, Accident and Health

Education

  • Hibbing High School, 1977 Graduate

Awards & recognition

  • Keeling Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Keeling Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Financial Advisor, Minnesota Life, 1987-2012, Bemidji, MN, 24
  • Financial Advisor, Mutual of Omaha, 1984-1987, Bemidji, MN, 3

Community participation

  • I am an active member in the Kinship mentoring program. Through this program, we provide guidance to youth who come from a challenged background.
  • I am an active member of Calvary Lutheran church. My most recent volunteering activity is sharing our garden produce with local people in need. These would include local organizations and homebound elders. We recently supported an ELCA hunger awareness bike ride in May 2014. The riders went from Turtle River, MN to Hawley, MN raising awareness and money.
  • Member of Headwaters Estate Planning Council.
  • Active in Boy Scouts

Interests

  • I really enjoy watching my clients explore their core values and reflecting those values in their financial life.
  • When I am not at work I enjoy spending time outdoors. My favorite activities include hunting, camping, biking, swimming, gardening, and yard games.
  • Spending time with family, be it playing cards or cooking; simply being together.