- Danish, Swedish & Norwegian
About My Practice
We live in a global economy and your financial planning should reflect that. Having lived, worked and traveled on four continents combined with my Bachelors and Masters in Economics I have a thorough understanding of global economics and geo-political issues.
I am originally from Denmark with a Bachelors and a Masters degree in Economics from University of Copenhagen (a.k.a. cand. polit.).
I am married to a native Hawaiian, Jennifer and we have one son, Sebastian and a chocolate Labrador, Kona.
I have a passion for traveling and have been to more than 40 countries so far. Outside of work, I enjoy the cultural scene and reading. In the sporting area I live to play squash, badminton, tennis, golf and of course soccer! I am fluent in Danish, English, Norwegian and Swedish and have a working knowledge of French and German.
I am an independent CFP® who offer customized financial planning. My comprehensive approach means that I will hold a team of best-in-class subject-matter experts accountable to make sure that you as my client get the best advice to hopefully get your financial house in order, and keep it that way - forever!
I do understand that your situation is special and you deserve uncompromising standards. That is why I do offer a complimentary consultation where I want to understand your values, goals and what is important to you.
My mission is to help my clients develop financial objectives, and achieve those objectives through a comprehensive financial planning approach that is designed to meet their present and future needs.
My customized financial planning cover areas such as wealth management, protection planning, retirement planning, tax planning, estate planning and financial transactions and cash flow across borders.
Assisting business owners and independent business professionals identify and balance their personal and professional finances.
Cross-Border Financial Planning for Danes (Europeans) settling in America or Americans settling in Denmark or Europe.
Financial Planning for families with special needs.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Life insurance: CA, FL, HI, NE, OR, TX, Health/disability insurance: CA, FL, HI, NE, OR, TX, Fixed annuities: CA, FL, HI, NE, OR, TX, Variable annuities: CA, FL, HI, NE, OR, TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CASL, CLTC
Cambridge Investment Research, Inc.
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Frontier Wealth Strategies are not affiliated.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.