Bachelor of Science-University of Wisconsin-La Crosse
Master of Arts-University of Iowa
22 years Financial Planning Experience
Client Specialties- Baby Boomers, Gen Y/Millennials, Educators, Retirement Planning, Investment Management, College Planning, Saving on Taxes.
Registrations-State Security Law Exam Registration Series 63 and 65, General Industry Registration Series 7
My focus is to take complex financial ideas and make them simple to understand and implement.