Registrations and Licenses
- FINRA Series 7* – General Securities Representative
- FINRA Series 63* – Uniform Securities State Law
- FINRA Series 66* – Uniform Combined State Law
- Minnesota Producer – Life and Health
*Held through Raymond James
Experience
- 19 years of financial industry experience
- Financial planning
- Asset management
- Estate planning
- Business planning
Credentials
- Accredited Investment Fiduciary®
A Little More About Me
- Spending time with family
- Fishing
- Golfing
- Reading