Why You Are in Good Hands
With 24 years of first-hand financial planning experience, I have a foundation for which to offer comprehensive financial advice to help you set up and obtain your goals.
Specialized in City, County, State and School Employees
My years in the business, my background and experience with pension, social security, 403b and 457 plans qualifies me to help you set up your retirement strategy.
More Options for You
As an independent advisor, I am not limited by proprietary products therefore you have access to a wide range of investment solutions.
Analysis and Guidance
Whether you are seeking specific investment advice or help with diversifying your portfolio, my coaching, analysis, and guidance will help you to better prepare to reach your retirement goals. Specific guidance on retirement planning, tax advantage investments, funding for college and general investing is also available to you.
As a graduate from Edina High School and Gustavus Adolphus College, I am proud to serve my local communities. Centrally located in Minneapolis, face-to-face meetings or personal visits are always an option for my clients.
Up-To-Date Industry Best Practices
As a member of the Financial Planning Association, I attend educational meetings and seminars to stay current with the latest strategies for your investing options!