Integral and committed financial professional who strives to uphold the New York Life mission statement: New York Life’s mission is to provide financial security and peace of mind through our insurance products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity
and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. With over 28 years of experience in the financial services industry, I have found great joy helping clients to achieve financial and retirement goals. I revel in formulating strategies so that clients' legacy lives on beyond their lifetime. My wife Karen and I live in rustic Mantorville, MN, where we raised three children: Tera, Daniel and Victoria. We now have three adorable grandchildren: Isaiah, Gabriel and Jameson. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
1807 7th St Nw
Rochester, MN 55901
(507)951-9664