Education
- Bachelor’s degree, Business Administration – Mankato State University
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
- 31 years of financial industry experience
- Retirement planning
- Financial planning
- Investment account management
Credentials
- Accredited Investment Fiduciary®
Community Service
- Interlaken Golf Club Board Member
A Little More About Me
- Outdoor activities – fishing and golf
- Travel
- Spending time with family and friends
- Entertaining