As a financial advisor, I can explore your story, financial goals and future needs. I know that finances may be frustrating or intimidating and seeking help can be scary.
Regardless of how much you have to invest, where you are in your planning and investing journey, or where you want your financial future to go, I can likely customize a plan to help you complete your story. Along the way, I will strive to ensure that you are educated and informed about where you are going and how you can get there.
Since launching my financial advisor career in 2008, I have served clients ranging from parents of young children through retirees. My areas of focus include retirement planning, investment options, insurance strategies for risk management and creating a personal approach to spending and managing your retirement assets.
My goal is to be with you through every phase of life and includes periodic meetings. We can adjust your plan and investments to align with changes in your life.
I hold a BS in Environmental Engineering from Michigan Technological University; am a board member of Business on Belgrade; was past president of Sertoma Club of Greater Mankato; am currently vice president of Zion Lutheran Church of Lake Crystal.