I graduated from the University of Minnesota - Twin Cities in 1967. I began my career with Waddell & Reed in 1974, and have been a Certified Financial Planner™ professional since 1990. With over 44 years of investment and insurance experience, I enjoy helping individuals and businesses make the correct financial steps to pursue their goals. From risk management to retirement planning, I work with my clients to help them with their financial goals. In addition to my CFP® certification, I hold my series 1 securities license with LPL Financial along with Life, Accident and Health.
I live in Rosemount, MN with my wife, Rita. We have two children, three grandchildren, and our dog Tiko. I am a very active supporter of the University of Minnesota, and enjoy keeping up with the football, basketball, and baseball teams. I also enjoy hunting, and time at the lake fishing.