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

  • Business Retirement Plans
  • Small Business
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Family Finances
  • Investment Management
  • Saving for Education
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CPA Certified Public Accountant

Education

  • Bachelor of Science, Accounting, Winona State Univeristy, Winona, Minnesota

Interests

Learning new ideas and practices for making small business more successful

Teaching my grandchildren about the great outdoors and how to paddle a canoe

Technology that makes life easier and keeps information at my fingertips

Traveling to new and interesting places, especially with our camper in tow

Professional associations

  • American Institute of Certified Public Accountants