
Let's put your plans in motion
HELLO! I am a musician, and I have my bachelor's degree in education. I enjoy teaching my clients about different strategies and tools available to them to strengthen their financial position. Tell me where you are at today, and where you'd like to be in the future, and I'll do whatever it takes to get you there.
I specialize in helping people be more secure in areas of
- Investment management
- Protecting loved ones against the impact of extended care, death, and disability
- Retirement income planning
Call to learn more or set up an appointment at one of my offices in the Fargo / Moorhead area or the Crookston / Fertile / Ada area.
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Locations
Fargo Office
- Phone:
- 701-353-2466
Hours
M – F: 9 a.m. – 5 p.m.