- Direct 651-762-2404
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
My credentials: Series 7 Securities License; Life, Health, Property & Casualty Insurance Licenses; Over 20 years of industry experience; MBA, Finance and Estate Planning Concentration
White Bear Lake
4600 White Bear Parkway, White Bear Lake, Minnesota 55110
1715 County Road B2 West, Roseville, Minnesota 55113
5990 Nova Scotia Avenue North, Stillwater, Minnesota 55082