My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investments
  • Cash Flow Management Strategies

Education

  • Bachelor of Arts, Economics. University of Minnesota, 1983

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I have participated in fund raising for the American Cancer Society.

Walk for the Cure, Feed my starving children and The Salvation Army

Interests

I enjoy fitness activities such as running, biking and working out. I also like to flyfish, restore old wooden boats and remodel homes. And of course I enjoy my four children very much.

My photos

1 albums
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