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.
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