Many of my strong values were shaped by my family background. My parents set high standards for their four children by their example of hard work and sacrifice; providing us the opportunity to experience private, religious education. At the same time, we enjoyed beauty in simplicity, such as sharing meals, attending church, and encouraging each other. For these life-changing experiences, I will always remain grateful.
I currently reside in the Minneapolis area with my wife, Bonnie, of 37 years. As a native to Minnesota, we appreciate the beauty and majesty of our 4 seasons. We love spending precious time with our four children and four grandchildren. At the same time, we try to instill the importance of a virtuous life. In my spare time, I enjoy spiritual reflection, hiking, boating, reading or conversing over coffee with a friend.
My educational background and employment experiences are both strong and diverse. I studied contract law at the Univ. of Minnesota, Radio and Television Communications at Loyola Univ., Education at the Univ. of Notre Dame, and received my BA from the Univ. of St Thomas. Early in my professional career at Control Data, I was responsible for overseeing corporate governance in the areas of contract creation, inventions, proprietary information, advertising, public relations, legal work, and consulting agreements in the range of $50 million/yr for software development.
In 1987, I became fascinated with financial analysis and changed my career path. My educational background includes, General Securities Principal Series 24, General Securities Representative Series 7, Municipal Securities Principal Series 53, Uniform State Law Exam Series 63, and MN Insurance Producer for Life, Variable Life, and Variable Annuities.
Working with charitable foundations and endowments has been an area of expertise. It is rewarding to serve on various financial committees within my faith community. My goal is to enrich the lives of each client by having a personal, trusted relationship and meeting the specific, individual needs of each client.
As a financial planner for 30 years and facing financial demands and the challenges of raising four children has given me insight into financial planning for the present and future.