My Qualifications

My job is to help you define your financial goals and help put in place a financial strategy in order to achieve them.  With over 25 years of business experience, I know how to listen, understand and work proactively to put a strategy in place to help you accomplish your goals.  Financial planning is a marathon, not a sprint, and success is dependent on a long-lasting, cooperative relationship.

With an educational background in Engineering, I understand the importance of technical expertise as a foundation for financial planning.  Together with the access I have to premier products and resources, my job is to help find the best solution for you. 

 

  • RICP® - Retirement Income Certified Professional
  • BSME and MBA degrees from the University of Minnesota
  • White Bear Area Chamber of Commerce - Member, Former Board Member
  • White Bear Rotary - President Elect
  • University of Minnesota Alumni Association