- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Twin Cities Wealth Strategies, Inc.||1 year, 10 months||Jan 2017 - Present|
|All American Representatives, Inc.||8 years, 6 months||May 2010 - Present|
|Royal Alliance Associate||11 years, 6 months||Jun 2005 - Dec 2016|
|Financial Dimensions Group, Inc.||11 years, 7 months||May 2005 - Dec 2016|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
XY Planning NetworkMembershipThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
Twin Cities Wealth Strategies, Inc.
N/ATotal Assets Under Management
N/ATotal Assets Under Advisement
N/AEstimated Average Account Balance