The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
As a Financial Advisor with Equitable Advisors, I am dedicated to helping individuals and businesses achieve their financial goals and objectives.
I am committed to excellence and in my 30-plus years with the firm, I continue to enhance my skillset through ongoing learning. I possess the following FINRA Securities Registration: Series 6, Series 7, Series 24, Series 53, Series 63 and Series 65.
I am a graduate of Eveleth (MN) Senior High School and received two Bachelor of Arts Degrees (Economics & Business, Mathematics) from Macalester College in Saint Paul, MN.
My education and experience are the cornerstone to my practical approach to offering financial planning services and products to my clientele. Rather than just recommending a combination of unrelated products, I'll first consider your specific goals and objectives. By working together, we can formulate a strategy to address any and all of your goals and objectives. Finally, if suitable and as a registered representative of Equitable Advisors, I'll recommend the appropriate products and services to execute your strategy.
I am a resident of Eden Prairie (MN) and my favorite activities away from work include genealogy, travel and the sports of football, golf and hockey. Thanks for visiting.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.