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.

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Latest Insights

Photographer with long lens

Long bonds for the long-term investor

Sep 28, 2023 | Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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