I graduated from the University of Minnesota - Twin Cities in 1967, and began my career with Waddell & Reed in 1984. I obtained my Certified Financial Planner™ certification in 1990, and have over 41 years of investment and insurance experience. I enjoy helping individuals and businesses take financial steps to pursue their goals. From risk management to retirement planning, I work with my clients to help them succeed. In addition to my CFP® mark, I hold my series 7 securities license along with Life, Accident and Health.
I live in Rosemount, MN with my wife, Rita. We have two children, three grandchildren, and our dog Tiko. I am a very active supporter of the University of Minnesota, and enjoy keeping up with the football, basketball, and baseball teams. I also enjoy hunting, and time at the lake fishing.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18