My Approach

My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement – on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies – all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • I enjoy boating, football and other outdoor activites.

Community Participation

  • Winona Area Chamber of Commerce, Ambassador; Winona, MN
  • Steamboat Days Committee, Board Member; Winona, MN

Areas of Focus

  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving

Experience

7

Qualifications

  • FINRA Securitites License: Series 7, 66
  • Licensed in Life, Accident and Health Insurance
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Education

  • B.S.,Winona State University, Winona, MN, 1991

Files for Download

My Videos

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