About My Practice
WHY
We strive to help people feel safe and secure so they can live a life with fewer worries.
HOW
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently and enjoy life.
Every financial tool, process, or strategy we consider or actually implement should answer your specific questions, raise your financial awareness or reduce the number of surprises you experience.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65, 66
Insurance Licenses
Life insurance: SD, IA, MN, ND, AZ, MI, WI, VA, Health/disability insurance: SD, IA, MN, ND, AZ, MI, WI, VA, Fixed annuities: SD, IA, MN, ND, AZ, MI, WI, VA, Variable annuities: SD, IA, MN, ND, AZ, MI, WI, VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securites and Advisory Services offered through LPL Financial, A Registered Investment Advisor. Member FINRA / SIPC
Considerations: The LPL Financial registered representative associated with this page may only discuss and or transact securities business with residents of the following states:AZ, CA, CO, FL, IA, IL, MI, MN, MO, MT, ND, NE, OH, OK, SD, TX, VA, WI, WY
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
