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
19
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
  • Tax Planning Strategies
  • Investment Management
  • Charitable Giving
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.Tech ( Chemical Engineering), IIT, Delhi, India 1967
  • M.S. Paper Chemistry, Institute of Paper Chemistry, Appleton, WI 1972
  • M.S. Management, Thomas College, ME 1980

Professional associations

  • TAPPI

Previous experience

  • Financial Advisor- Ameriprise Financial Services, 2009-Current
  • Financial Advisor- UBS Financial Services, 2005-2009
  • Various management poasitions - SAPPI North America, 1977-2003

Community participation

  • St Mary's Duluth Clinic and Hospital
  • Second Harvest Food Bank
  • Ringing bell for Salvation Army
  • Duluth Community Action- Taxes for low income people.
  • Bentleyville tour of lights

Interests

Hiking trails of Northern Minnesota and the world

Swing Dancing

Gardening

Travelling

X-country skiing

Snow shoeing

Reading

Volunteering