I am in my tenth year in the financial services industry and have been a CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association (FPA) since 2005. I am active in my community and church, serving on committees, coaching youth programs and teaching. I graduated from the University of Minnesota with a Bachelor's Degree in Mechanical Engineering and acquired a master's equivalent in Nuclear Engineering at the Bettis Atomic Power Laboratory in Pittsburgh. I served 11 honorable years in the United States Navy, worked at Naval Reactors Headquarters in Washington D.C. and achieved the rank of Lieutenant. Subsequently, I worked at General Electric as a Six Sigma Black Belt, where I helped improve their operational efficiency. I am married with four children.
*Two-Year Winner as seen in the Mpls St. Paul Magazine and Twin Cities Business.
Services
I specialize in integrating retirement distribution, estate and tax planning strategies. My services focus on helping clients provide predictable and sustainable retirement income. Although producing retirement income may appear straightforward, few people realize the complexity of creating and executing a multi-faceted plan that considers taxes (income, estate, & gift), investment planning, estate planning, risk management, charitable giving, medical assistance planning, and more. I seek clients that want a long-term relationship that will successfully see them through their retirement.
This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.
*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. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
