MISSION STATEMENT
I help individuals and families look to the future with confidence through developing and executing a financial plan of action.
PROFESSIONAL SPECIALTIES
- Over 20 years’ experience as a financial professional.
- Focused on retirement planning and income strategies.
- Educated on all aspects of financial planning up to and through retirement.
- Dedicated to help clients pursue a retirement of abundance and dignity while leaving a legacy that fulfills their values.
QUALIFICATIONS
- Financial Advisor, Excite Wealth Management
- Holds the CERTIFIED FINANCIAL PLANNERTM (CFP©) designation since 2003
- Investment Advisor Representative (IAR) of LPL Financial
- Holds FINRA Series 7, 63 and securities licenses with LPL Financial
- Holds Life, Accident and Health insurance licenses across the country
EDUCATION
Graduated from the Saint Olaf College in Northfield Minnesota with a Bachelor of Arts degree in
Economics. College of Financial Planning graduate.
PERSONAL
I enjoy travel and cabin life with family in the wilderness of northern Minnesota. I also have a passion for working with parents of children with special needs similar to my oldest son.