Qualifications


  • CERTIFIED FINANCIAL PLANNERTM Professional
  • Past Chairperson and President, Minnesota Society Institute of Certified Financial Planners
  • Served for four years as Chairman, Special Interest Group- Asset Allocation, Financial Professional Association
  • Over 30 Years Corporate And Personal Financial Planning Experience
  • Continuing Education Instructor For CPA’s and Other Professionals
  • Conducted Frequent Investor Workshops on a Variety of Financial Subjects
  • Regular Participant in Star Tribune and St. Paul Pioneer Press articles
  • Numerous appearances on local radio financial planning programs
  • FORTRESS Advisor (Advanced Estate Planning/Estate Protection)
  • Loving Trust Advisor (Advanced Estate Planning)
  • Who's Who In Finance and Industry, Who's Who In The Midwest and Who's Who In The World
 Education:
  • B.S., West Virginia University, First In Class
  • Numerous Financial Planning, Insurance and Investment Professional Courses