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

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Licensed
  • Series 63 Licensed
  • Life, Accident and Health

Education

  • BS, Education and Biology - University of Minnesota, Saint Mary's, 1985

Interests

As the seasons change we are in that same phase as many clients - children's lives are very active and we enjoy keeping in touch with them, as we stay connected with family members.

We will travel from time to time to visit the kids and their spouses in Madison, WI, or sometimes it's meeting up in the Twin Cities for a weekend of shared laughs and some fun.

When we are not spending time with the kids, which is more often than not, Marlo and I may be in Walker, MN where we have a lake place. I've gotten into ice fishing this winter and miraculously have done pretty well. But whether busy there or not, it's almost always very relaxing.

Community participation

  • We collect school supplies for our local United Way that will be given out to families in need this school year and our team will help pack and organize the supplies.
  • We joined Hope Blooms, a local nonprofit that repurposes flowers from weddings, funerals and events to give smaller bouquets to community members in need of hope and healing. Our group created 74 floral bouquets that were taken to a local nursing home.
  • We supported our local HERO, Healthcare Equipment Recycling Organization, at their fundraising event in April as they raised money to support their goal of collecting and redistributing healthcare supplies to those in need.