About My Practice
We strive to help people feel safe and secure so they can live a life with fewer worries.
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.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65, 66
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®)
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.