It is important for your advisor be ethical and transparent. Our clients' needs always come first. We believe in making a difference, the right way, which is great client service, all day, every day.
8400 Normandale Lake Blvd
Bloomington MN 55437
Fax: (952) 921-2309
Areas of Focus
Retirement Income Planning and Management
Socially Responsible, Sustainable, Green Investments
My parents raised us seven kids (I'm the oldest) to be ethical, tell the truth, and be accepting of all others, no exceptions, no excuses. In the business world, those values are constantly tested. I am dedicated to those values, and have built my relationships with my clients on the firm footing of those values. After a career as a church musician and liturgist (11 years), I became a financial advisor in 1986 with Dain Bosworth, where these values were reinforced. Through the market cycles over the last 25 years, my philosophy has remained constant. Education: BA, University of Minnesota; MA, University of St. Thomas.
MA, University of St. Thomas
BA, University of Minnesota
Church musician-vocal, guitar
Wines of USA-learning, tasting
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Financial Industry Regulatory Authority