My commitment to you

Personal Service

I will offer you unbiased financial advice based solely on your financial situation. Your interests come first.

Financial Review

I begin each client relationship with a personal financial review. I will take the time to fully understand your personal circumstances and meticulously tailor a long-term plan that fits your objectives.

Client Meetings

We’ll meet at least annually to monitor and adapt your portfolio to confirm that we are on track with meeting your investment goals.

Helpful Recommendations

My recommendations will be consistent with your financial circumstances, risk tolerance, and long-term goals.

My areas of expertise

• Brokerage Services
• Personal Financial Planning
• Retirement Planning
• Small Business Retirement Planning
• Retirement Income Planning
• Long Term Care and Estate Planning

My credentials

• Series 7, 24, 26 and 63 Securities Licenses
• CERTIFIED FINANCIAL PLANNER^TM professional
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)

Previous positions held:

• Financial Advisor, Eastwood Investment Services
• Financial Advisor, Think Bank

Education:

• BS- Business Administration- Winona State University

Community Groups:

• Dodge Center Housing and Redevelopment Authority
• Grace Lutheran Church board of Trustees
• Dodge Center Community Development board

Personal

• Lifelong resident of SE Minnesota
• Married with three children and two dogs
• Enjoy making wine in my spare time

Please note: Confidential information should not be shared via the email link(s) provided on this page.