- Direct 763-389-6129
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) Reviews
My credentials: Series 7, 63 and 66 Securities Licenses; Life and Health Insurance Licenses; Over 17 years of financial industry experience; B.A. Business, Concordia College
202 South Rum River Drive, Princeton, Minnesota 55371
17600 Highway 7, Minnetonka, Minnesota 55345
3415 Vicksburg Lane North, Plymouth, Minnesota 55447
Saint Louis Park
8800 Highway 7, Saint Louis Park, Minnesota 55426
301 Territorial Street East, Watertown, Minnesota 55388