Financial Planners Association – member since 1984
Sheltering Arms Foundation – trustee
St. Christopher’s Episcopal Church Endowment Committee- member
Roseville Gymnastics Booster Association – board member
Minnesota Water Garden Society – member
Money Quotient – Financial Life Planning Advanced Licensee
Registrations and Licensing
Focus Financial – Financial Advisor
Royal Alliance Associates, Inc. – Registered Representative
Securities – Series 6, 63, and 7
Insurance – Minnesota & Wisconsin life, health, disability, long term care
*Two-year winner as seen in the Mpls St. Paul Magazine and Twin Cities Business.
Services
Since 1982, my clients have asked me to guide them through the financial side of life’s transitions. Some of these transitions are in our control:
Career changes
Marriage
Children
House or second home
College
Retirement
Non-profit work
Some of life’s transitions are notalways in our control:
Job changes
Divorce
Sudden inheritance
End of life surprises
No matter what, there’s a financial side to each of these events … and ironically, we’re not always at our best when there are financial decisions to be made!
Having a financial plan in place, and with our relationship established, gives you guidance as you encounter life’s journey.
Trust and confidence … professional understanding … quick, capable responses … lifelong guidance and specialization … on-going insight … creative strategies … I integrate your investment, financial, business and estate matters – consistent with your lifestyle and values.
Financial planning is a process, and my goal is to help you with the gaps and overlaps in your financial picture … to help you preserve and enjoy the work of your lifetime.
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
