- Direct 952-915-4790
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; Life Insurance; Personal Financial Planning; Retirement Planning; Small Business Retirement Planning; 401(k) Rollovers; Retirement Distribution Strategies; Long-Term Care/Estate Planning
My credentials: Series 7, 63 and 65 Securities Licenses; Life and Health Insurance Licenses; Life, Health and Variable Minnesota Insurance License Registrations
Saint Paul Lawson
372 St. Peter Street, Saint Paul, Minnesota 55102
6900 France Avenue South, Edina, Minnesota 55435
Inver Grove Heights
6800 Cahill Avenue, Inver Grove Heights, Minnesota 55076