Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

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
31
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.