Overview
20 years providing personal financial & estate planning, investment advisory for individuals & institutions, retirement planning including qualified & non-qualified plans, insurance/risk management, and succession planning for business owners.
2 years in public accounting, gaining CPA certification.
Hold CFA and CFP designations, Series 63,65,7 licensed, life/accident/health licensed insurance agent.
Education
B.S. Accounting, Magna Cum Laude, Pepperdine University (Malibu, CA), 2005
Graduated from Breck High School (Golden Valley, MN) in 2001
Member of Breck High School Hall of Fame (Tennis, 2001)
In the community
AICPA, MNCPA, FPA of MN, CFA Institute, CFA MN