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

  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Plan Distribution
21
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℠

Education

  • Winona State University- BA Social Science & Business Administration

Interests

I enjoy spending time with my Wife and Children and have been actively involved in their activities.

- Baseball Coach

- Football Coach

- Religious Ed teacher

- Classroom volunteer

 

Active Community involvement is also a strong focus in my life.

Community participation

  • Waseca Exchange Club
  • Waseca Area Ambassadors
  • Sacred Heart Church
  • Waseca Area United Way Board
  • Mayo Clinic Health System- Waseca and SW Region Board of Directors.
  • Knights of Columbus