Business Philosophy:
Build long term, trusting relationships with my clients by providing the highest level of financial advisory services to help them realize their financial goals and plan their financial future.
Education / Registrations:
Securities Registrations (Series 7, 63, 66) - Registered Representative
(Minnesota, Wisconsin, Ohio, Georgia, Florida, Kentucky, Arizona)
Life and Health - Licensed Agent
(Minnesota, Ohio)
Executive MBA
University of Minnesota, Curtis L. Carlson School of Management
Bachelor of Science
San Diego State University
CERTIFIED FINANCIAL PLANNER™ (CFP®) candidate
College for Financial Planning
Family / Personal:
Twenty-one year Shoreview, Minnesota resident with wife Mary and grown children Jodi and Nicole. Grandchildren – Rachel and Joseph.
Sixteen year career as a business and marketing manager in the high technology communications industry.
Veteran of Vietnam War; Disabled veteran; Purple Heart and Bronze Star recipient.
