Advisor profile


Our Mission

Our Mission: To Bring Profound Impact to the Lives of our Clients, their Families and in our Community.

Our Values: Trust, Integrity, Excellence

23
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
  • Investment Management
  • Small Business
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Univeristy of Minnesota, B.A. School of Journalism 1970

Awards & recognition

  • Echelon Wealth Partners, Forbes Top Wealth Management Teams: Private Wealth, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Interests

Sailing, skiing, tennis, and cooking.