Qualifications

Qualifications

In 2011 I was authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board. For more information on the CFP® Board certifications go to www.cfp.net.

As a Certified Financial Planner™ certificant I am well qualified to help you, your family, or your business manage your financial affairs. For nearly 20 years, I have been helping folks just like you.

My Bachelors of Science degree was earned at University of Wisconsin – Stout in 1990. In 1996 I began working as an agent for Northwestern Mutual Life. Bank of Galesville hired me in 1998 to lead their Investment Center. Bank of Galesville and Cetera Investment Services have been my dual employers ever since.

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