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

  • Business Retirement Plans
  • Small Business
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Family Finances
  • Investment Management
  • Saving for Education
12
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

Community participation

I am a member of the Rotary Club of La Crosse - Valley View which is involved in many community and international projects. See you at Moon Tunes!

Rotary Works Foundation Board, Treasurer

Professional associations

  • American Institute of Certified Public Accountants