About My Practice
You are an individual. You have different life goals, different retirement goals and different levels of risk than anybody else. Lifetime Capital Management understands and appreciates your specific financial agenda. Pre-structured portfolios and generic investment pie charts are not found in any of our financial planning or investment management services What you will find are attentive financial professionals who analyze the market, understand economic trends and guide you to achieve the dreams of your personal financial future.
I am a practicing Certified Financial Planner (CFP®) and have more than 10 years of industry experience. I hold a Bachelors Degree in Business Administration from North Dakota State University in Fargo and a Masters of Business Administration (MBA) from the University of Colorado at Denver. Previous to Lifetime Capital Management, I worked at Charles Schwab & Co. within their Private Client division managing over 400 million dollars for individuals, families and trusts. I am also a member of the Financial Planning Association.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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