- Direct 651-702-7227
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; Retirement Planning; Portfolio Analysis and Design; Tax Efficient Investment Strategies
My credentials: Series 7 and 63 Securities Licenses; Life and Health Insurance Licenses; Over 15 years of industry experience; Finance Major, University of North Dakota
10040 City Walk Drive, Woodbury, Minnesota 55129
1995 RahnCliff Court, Eagan, Minnesota 55122
11800 Singletree Lane, Eden Prairie, Minnesota 55344
South Saint Paul
633 Concord Street South, South Saint Paul, Minnesota 55075