With 27 years of experience in financial services, I am committed to helping our clients reach all of their financial goals through careful and detailed planning. Such planning is not a single event— it is an ongoing process. As life circumstances change, so must investment strategies. Holding onto hard-earned investment returns and savings can be a challenge without also properly navigating risks outside of the investment portfolio and ever-changing tax and estate laws. Investing has always been a personal interest of mine. Early in my career, I obtained my Bachelor’s degree from the University of Minnesota and worked with employee benefits in Human Resources. I proudly live up to rigoro