Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I received a Bachelor of Arts Degree in Accounting and Management (with an emphasis in Economics) from Luther College in Decorah, Iowa. I was a member of the Luther Men’s Swimming Team (named Captain my junior and senior year) and swam with the Norse to an undefeated senior season. I obtained my Masters in Financial Services (MSFS) from The American College in Bryn Mawr, PA in 2009.
I obtained my licenses during two internships with River Bend Financial Group during his college summer break. After graduation in 2000 I joined River Bend Financial Group to start his practice full time. In 2001 I earned the Certified Funds Specialist (CFS) designation, in 2003 the Chartered Financial Consultant (ChFC) designation and 2004 the Chartered Life Underwriter (CLU) designation. Also, in 2004, myself and my family formed the Gullickson Group with the combination of their four individual practices. Two thousand seven was a busy year as I completed the requirements for Chartered Advisor in Senior Living (CASL) designation and Certified Family Business Specialist (CFBS) designation. In 2011 I was awarded the Accredited Estate Planner (AEP) from the National Association of Estate Planners & Councils. I am a member of the National Association of Insurance and Financial Advisors and the Society of Financial Service Professionals.
I am married to Dora, and we have three children: Brendan, Emma and Leah. I'm very active with the Shriners as a member of the local fraternity’s board of directors. My interests include golfing, traveling, boating and enjoying my children.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies