As a Senior Advisor - Investment Strategist at JNBA Financial Advisors, I work with individuals and families to create custom financial life plans to help them achieve their short- and long-term goals. As a senior member of the firm’s Investment Committee, I also help develop custom portfolio strategies focusing on global diversification, low-cost, and tax-efficient investing. Prior to joining JNBA in 1997, I was an investment manager and trust administrator at Norwest Bank. I attended the University of St. Thomas, where I completed degrees in financial management and communications. I hold the Chartered Financial Consultant® (ChFC®), Chartered Advisor for Senior Living™ (CASL®), and Reti