Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
Since 1990, I have been helping individuals and families create financial security. Over the years, I have developed a particular interest with assisting physicians and other professionals.
Through my experience, I have learned that the unique financial needs of staff consultants, private practice physicians and dentists require specialization on the part of their financial representative. Also, I help residents and fellows make informed decisions about their finances during residency and fellowship in order to put themselves in the best position for when their income increases. I enjoy helping my clients save, invest, and protect their income.
My knowledge and experience allow me to help financially successful clients preserve their estates, ensuring that what they’ve worked so hard for goes to the people and charities they love most. Numerous state licensures are held in order to adequately serve my clients nationally.
There will never be one approach that applies to all; each client and family has individual needs and goals. By first understanding your current financial position, I can help create unique solutions for your financial future.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Insurance | St Cloud State U |
Awards and Recognition
Million Dollar Round Table Qualifying Member 1998-2006
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2007-2011, 2013-2015
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 1996, 2000-2010
Award recognizing persistency and performance
National Sales Achievement Award 1996-1999, 2001-2008
Award recognizing performance