Value statement

I seek to establish long-term multi-generational relationships with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.

I am a firm believer in giving back to society

The Krempels Center is honored to have Doug Bohlman, Financial Advisor with RBC, donate his time to helping brain injury survivors create a better life. Doug, facilitates monthly current event conversations to help participants find their voice and increase their confidence. More information about Doug's volunteering can be found here.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact me to set up a consultation.

Latest Insights

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Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 | Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Global Insight 2024 Midyear Outlook

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The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »