My mission here at the Investment Center is to bring the positives of the credit union experience (clear pricing, member advocacy, honesty) to the financial services sector.
Check the background of your financial professional on FINRA's BrokerCheck.
MBA, University of St. Thomas, Minnesota
B.B.A., Finance, University of Minnesota - Duluth, Minnesota
- Chartered Financial Analyst, (CFA)
- Certified Financial Planner, (CFP)
- FINRA registered to sell securities
- Life and Health Insurance licensed
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.