
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.651 379-3942
Education
- CERTIFIED FINANCIAL PLANNER™, (CFP®)
- Fellow, Life Management Institute (FLMI)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- St. Olaf College, B.A. Education / Economics
Memberships and Community Involvement
- Financial Planners Association – member since 1984
- Sheltering Arms Foundation – former trustee
- 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
Services & Client Experience:
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 not always 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.
Address
Suite 5500
Minneapolis MN 55413