My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • Family - married, 2 children.
  • Church activities.
  • Community service - community and masonic organizations.
  • Fitness - aerobics and strength training.
  • Music - in my previous career I toured internationally as a classical solist.
  • Books - fiction, non-fiction, current events. Reading has been a passion since 3rd grade.
  • Travel.

Community Participation

  • Member, Oakwood United Methodist Church
  • Charity Lodge #98, Ancient, Free and Accepted Masons
  • Ivanhoe Commandery #31 (Knights Templar)
  • New Ulm Area Shrine Club - Secretary/Treasurer
  • Rotary Club of New Ulm

Experience

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Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • ChFC®  Chartered Financial Consultant
  • Series 7, General Securities Representative
  • Series 66, Registered Investment Advisor
  • Life & Health Insurance
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Education

  • B.F.A., University of Minnesota, 1978

Professional Associations

  • Buiness Action Team, New Ulm Chamber of Commerce
  • Member - New Ulm Chamber of Commerce

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(2 videos) X