I work with clients to help them be wise with their resources so they can be confident in their retirement and other financial goals while leading a generous life. Listening and understanding your dreams, goals and desires is a key first step. I utilize proven financial planning strategies, tools and methodologies to help you meet and exceed your objectives. Utilizing my extensive analytical, management, leadership, entrepreneurial skills and life experiences are incorporated to helping you succeed financially. Creating a balanced approach that will meet your short term, retirement and legacy goals all while minimizing risk, giving you the ability to lead a life filled with generosity and a successful retirement. My wife Mary and I live in Lino Lakes. We have 3 adult children. We enjoy spending time at our cabin with family and outdoor activities. We attend Incarnation Lutheran Church in Shoreview.