Advisor profile


My approach

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

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A. Bethel University, St Paul, Minnesota, 1969

Interests

Music has always been a serious interest of mine, not just as a listener, but as a performer as well. I have been fortunate to have traveled much of the world as a singer. My travels have taken me throughout most of the USA, Scandinavia, Europe, Asia and Ukraine.

Community participation

Monticello Chamber of Conmmerce