- Direct 218-641-2045
I will offer you unbiased financial advice based solely on your financial situation. Your interests come first and by serving them well we can both succeed. 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. We’ll meet at least annually to monitor and adapt your portfolio to confirm that we are on track with meeting your investment goals. 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; Investment Management; College Planning
My credentials: Series 7 and 66 Securities Licenses; Life and Health Insurance Licenses; Over 10 years of industry experience; B.A., Minnesota State University, Moorhead; Graduate, North Dakota College of Science
225 5th Street North, Breckenridge, Minnesota 56520
2330 College Way, Fergus Falls, Minnesota 56537