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
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Insurance
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 1 - Registered Representative Examination
  • Series 7 - General Securities Representative Examination
  • Series 24 - General Securities Principal Examination
  • Series 51 - Municipal Fund Securities Principal Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Minnesota State University - Mankato; B.S. Teaching- English, Speech & Theatre

Interests

  • My wife, Sue and I love to travel together. Since I grew up in an Airforce family, part of my "bucket list" is to take Sue to all of the places that I have lived.
  • I enjoy all types of music and attending theatre events. I particularly like watching baseball and playing golf.