I help families cross the bridge to a confident retirement; helping them determine how much they can afford to spend, how long their money will last, and creating a long-term income plan for their retirement.
My areas of expertise include helping families manage the skyrocketing cost of a college education, develop a retirement income plan for retirement, and minimize taxes on IRAs and other assets. Approximately 70% of my clients are households in which women are the primary financial decision maker. In addition, I work with many “solopreneurs” and self-employed individuals.
My educational background includes a Bachelor’s Degree from the University of Minnesota. I am also a CERTIFIED FINANCIAL PLANNER™ and a member of *Ed Slott’s Master Elite IRA Advisor Group™, a private study group of financial advisors with extensive IRA experience. Through this affiliation I receive on-going, specialized training and support in IRAs and retirement plan distribution strategies.
I’m one of Focus Financial’s most senior advisors and have been with the firm since May of 1995. I became a Financial Advisor in 1992 and received the CERTIFIED FINANCIAL PLANNER™ designation in 2002.
I serve on the board of directors for Can Do Canines, a local organization that provides assistance dogs for people with disabilities. I am also a strong financial supporter of Feed My Starving Children, a faith-based non-profit that provides life-saving meals to children around the world. I also provide free college planning workshops and information for many of our local high schools
I grew up in a military family, but have always called Minnesota home. I now live in the Lino Lakes area with my beautiful wife and two daughters. My family and I are passionate about our pets, which include a lovable Lab named Leo, a rescue cat named Logee, and “lots of fish.”
*Ed Slott’s Elite IRA Advisor Group, is solely an indication that the financial advisor has attended training provided by Ed Slott and Company. Ed Slott is not affiliated with Royal Alliance.
Minneapolis MN 55413