Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, Political Science, University of Minnesota, Minneapolis, MN

Professional associations

  • Greater Lakes Association of Realtors
  • Sunrise Rotary

Community participation

  • September – Bataan Memorial Flag Holding/Run
  • November – Food Shelf Food Drop Off

Interests

Enjoy time outdoors with Leann, Golfing & Fishing