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

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business
  • Saving for Education
24
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • U.S. Military Academy, West Point, NY. B.S. in Engineering, 1986

Interests

Astronomy, exercise, reading, woodworking and teaching

Community participation

  • Adjutant, Martin Krueger Post #407 of the American Legion
  • Board member and Past President, Winsted Area Chamber of Commerce
  • Instructor, Holy Trinity Religious Education
  • Member, Knights of Columbus
  • Member, Winsted Lake Watershed Association
  • Member, Minnesota Astronomical Society
  • Member, West Point Society of Minnesota
  • Member, West Point Association of Graduates