July 1999 - Present - 24 years 9 months
Senior Vice President - Financial Advisor, Advance Capital Management, Inc.
Has been with Advance Capital since 1999. prior to that, he served as an investment advisor at Bank One, First Bank, and Piper Jaffray. He also led the team that was honored as a 5-star wealth manager during 2014, 2015, 2016, and 2018.
1991 - 1994 - 3 years
Piper Jaffray Head of Investments
Services Offered:
Whether you are planning for retirement or have already retired, we can help.Advance Capital works with thousands of individuals before and after retirement. Prior to retirement, we can help manage and analyze your 401k and pension options, develop a detailed financial plan and help determine if you are financially ready for retirement. After retirement, we will manage your retirement assets and determine income and tax strategies (just to name a few). We currently manage more than $3.5 billion in discretionary fee-based portfolios for our investment advisory clients. We are committed to providing our clients with attention to detail at every stage of our relationship. Our expertise includes, but is not limited to, investment management, retirement income strategies, income tax planning, 401k rollovers, lump sum pensions, and analyzing pension benefits, not the least of which is the ability to provide tailored advice based on a client's self-imposed needs, so that the client can achieve the most stable and consistent maximization of investment profits.
CFP® (Certified Financial Planner™)
Bachelor's degree in Economics from the University of Minnesota
Areas of expertise include:
Retirement planning
Tax planning
College planning
Estate planning
Recent portfolio allocation and 401k advice and monitoring
Social Security
Health Insurance
Insurance and Risk Management
Specializing in a wide range of investment types including: stocks, funds, foreign exchange, cryptocurrencies, futures, indices, cash, bonds, insurance policies, and many other public or non-public investment products.
