Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Business Succession Planning, Estate Planning
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I was born in Dayton, Ohio and moved to Minnesota in 1988. I have been well educated in the financial services industry with a bachelors degree in Mathematics, Masters of Science in Financial Services and Masters of Science in Management.
I live in Maple Grove with my wife Janet, who is not only a great wife, but an excellent business partner, fun traveler and terrific cook. We have two married daughters who take after their mother with clever sense of humors. I currently serve on the Board of Directors of Wings of Mercy MN, past president of the MDRT Foundation and am past president of the Congregational Council at Lord of Life Lutheran Church in Maple Grove. I enjoy the piano in my free time.
Check the background of this investment professional on FINRA's BrokerCheck