Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I was born in Dayton, Ohio and moved to Minnesota in 1988. I have been well educated in the financial services industry with a bachelors degree in Mathematics, Masters of Science in Financial Services and Masters of Science in Management. I completed requirements for the professional designations of CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) and qualified for the Million Dollar Round Table for the past 30 years.
Before coming to the Minneapolis Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), I worked with the company formerly known as Lutheran Brotherhood, serving as a District Representative & Associate General Agent in Toledo, OH, and was Vice President of Life, Annuity & Advanced Marketing in the corporate office in Minneapolis, Minnesota. This summer will mark 15 years of affiliation with MassMutual. In 2006, I was recognized with the title of the Minneapolis Financial Group’s Advisor of the Year.
I live in Maple Grove with my wife Janet, who is not only a great wife, but an excellent business partner, fun traveler and terrific cook. We have two married daughters who take after their mother with clever sense of humors. I currently serve on the Board of Directors of Wings of Mercy MN and the MDRT Foundation and am past president of the Congregational Council at Lord of Life Lutheran Church in Maple Grove. Tinkering on the piano occupies my free time along with golf and other sports. I am especially proud of ending up this season as runner-up in the fantasy football league.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies