Insurance Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Group Benefits, Financial Education, Estate Planning, College Funding Strategies, Charitable Giving, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Strategies
I have over three decades experience helping individuals and businesses confidently achieve more while reducing and mitigating risk. My combination of experience, professionalism, personal commitment to each of my clients, and my access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
Whether your goals include preparing financially for milestone life events like retirement or college, or whether you’re simply looking for life insurance, income protection, long-term care insurance, or investment strategies, I promise you my personal attention, insight and capability. Contact me for an introduction and to discuss your situation, concerns and options for your financial future.
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Concordia College (MN) - Physics, Mathematics, Computer Science
North Dakota State University (Graduate Work) - Electrical Engineering
University of Arizona (Graduate Work) - Computer Science