- Direct 507-424-4647
As an independent financial advisor, I can offer you a personalized financial plan,instead of a generic investment program. Through Raymond James, one of the largest and most respected independent financial services firms in the country, I have access to a vast universe of investment and planning resources. I can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.
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; Retirement Income Planning; Long Term Care and Estate Planning
My credentials: Series 7, 24, 26 and 63 Securities Licenses; CERTIFIED FINANCIAL PLANNER™; Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU)
45 28th Street Southeast, Rochester, Minnesota 55904
318 1st Avenue Southwest, Suite 120, Rochester, Minnesota 55902
5125 Highway 52 North, Rochester, Minnesota 55901
119 1st Street East, Stewartville, Minnesota 55976
748 Whitewater Avenue, St. Charles, Minnesota 55972
225 Lafayette Street, Winona, Minnesota 55987
27 2nd Street Southwest, Eyota, Minnesota 55934
109 South Mantorville Avenue, Kasson, Minnesota 55944
108 East Cedar Street, Houston, Minnesota 55943
805 North Main Street, Austin, Minnesota 55912