Our Qualifications

Since beginning my business in 1982, I have completed work on the Chartered Financial Consultant and Chartered Life Underwriter programs (ChFC, CLU). When I received my ChFC, I was pleased to be the first in the Faribault community to have this designation. Most recently I have completed the CCPS (Certified College Planning Specialist) designation.  This has provided significant information relative to private school and college planning which has helped numerous clients as they are planning for their students future education.  I hold a Series 7 and 63 license for securities and additionally I am a Registered Investment Advisor with Woodbury Financial Services, Inc.  I am licensed to sell securities in the following states:  Alabama, Arizona, California, Colorado, Georgia, Iowa, Maine, Minnesota, Montana, New Mexico and North Dakota.  If you are not a resident of the states listed above, please exit this site.