Passionate about financial education

I am passionate about educating my clients and our community on a wide range of financial topics. Please attend one of my upcoming seminars. I'd love to see you.

Wine, Women and Wall Street

Oct 15, 2020 12:30 PM - 05:30 PM Eastern Daylight Time
Paulson Vineyards Minneapolis, MN , 55402

Please join us as we sample a variety of wines while discussing the unique financial challenges women face and what you can do to help ensure you're ready for retirement.


Investing for Retirement

Oct 15, 2020 04:00 PM - 06:00 PM Eastern Daylight Time
60 S. 6th Street Minneapolis, MN , 55402

One of the key goals many of my clients have is making sure the investments they select today will keep them in the lifestyle they want to enjoy in retirement. Please RSVP below to attend my seminar Investing for Retirement to learn how I can help you achieve the retirement you've always dreamed of.



Testing Image Sizes

Jan 21, 2020 04:22 PM - Jan 22, 2020 12:00 AM Eastern Standard Time
1544 Deville Ave Minneapolis, MN , 55402

This is Sam, testing different image sizes for events.

Idea for an event?

If you have an idea for an investment topic you'd like to attend a seminar on, I'd love to hear from you! Please submit your suggestion below and I will contact you to discuss future opportunities.

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