Overview
16 years providing personal financial planning, investment advisory for individual and institutions, retirement planning including qualified and non-qualified plans, insurance/risk management, and succession planning for business owners.
2 years in public accounting, gaining CPA certification.
Hold CFA and CFP designations, Series 63,65,7 licensed, life/accident/health licensed insurance agent.
Education
B.S. Accounting, Magna Cum Laude, Pepperdine University (Malibu, CA), 2005
Graduated from Breck High School (Golden Valley, MN) in 2001
In the community
AICPA, MNCPA, FPA of MN, CFA Institute, CFA MN