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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Charitable Giving
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.Tech ( Chemical Engineering), IIT, Delhi, India 1967
  • M.S. Paper Chemistry, Institute of Paper Chemistry, Appleton, WI 1972
  • M.S. Management, Thomas College, ME 1980

Interests

Hiking trails of Northern Minnesota and the world

Swing Dancing

Gardening

Travelling

X-country skiing

Snow shoeing

Reading

Volunteering

Community participation

  • St Mary's Duluth Clinic and Hospital
  • Second Harvest Food Bank
  • Ringing bell for Salvation Army
  • Duluth Community Action- Taxes for low income people.
  • Bentleyville tour of lights

Professional associations

  • TAPPI

Previous experience

  • Financial Advisor- Ameriprise Financial Services, 2009-Current
  • Financial Advisor- UBS Financial Services, 2005-2009
  • Various management poasitions - SAPPI North America, 1977-2003