Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Plan Distribution
22
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