22 years of industry experience providing personalized financial planning, investment planning, retirement planning, tax planning, estate planning, corporate trustee planning, titling and beneficiary planning, cashflow planning, risk management planning, executive compensation planning, business valuation, business succession planning, and qualified plan consulting. Also provide guidance on IRA distributions, Social Security claiming strategies, and Medicare.
Hold CFP (Certified Financial Planner) and CWS (Certified Wealth Strategist) designations.
Series 6, 63, 66, and Series 7 licensed, Life/accident/health insurance licensed.
BA History and English, St. Olaf College, Northfield, MN 1995