Collaborating closely with you and your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do. Once you become a client, we will partner with you throughout your life to help you stay on track to meet you
r goals. I have lived around the Mankato area since 1996. I currently reside in Janesville, MN. When I am not helping clients, I enjoy spending time with my two children, Derek, and Madilyn. We enjoy outdoor activities like camping, fishing, swimming, and boating. I've also been fortunate enough to be able to watch my children participate in multiple youth sports. My Branch Office Administrator, Bridget Brase, has over 10 years of combined experience in customer service and is she is dedicated to providing you with the highest level of service possible. She will ensure that your time with me is meaningful, and as a team, she and I provide consistent communication to adjust to your ever-changing needs. In her spare time, she enjoys outdoor recreation and running after her young son. We focus on explaining financial terms and strategies in a language clients can understand. You should reach out to us if:
- you are a business owner in need of financial advice and guidance
- you have questions about your retirement readiness
- you recently changed jobs and have questions on your existing 401k
- you are near retirement or retired and are seeking a retirement strategy
Office number: 507-565-0210
Email: [email protected]
Member SIPC.
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