My investment philosophy
I recommend a strategic buy-and-hold asset allocation strategy that is a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I will closely monitor market and economic events to identify short-term investment opportunities. I will add tactical managers or funds as appropriate to help take advantage of the upside, yet still help provide some protection on the downside.
I have been working in the Financial Services industry since 1996. I graduated from Augsburg College in Minneapolis MN. Recently, I earned the firm’s internal, professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, I have demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate and trust planning strategies.
I live with my two children, Jon and Emily, and our black golden doodle Buddy in Lake Elmo, in the heart of the St. Croix Valley. We enjoy the outdoors together, swimming, biking, and fishing. For the last Five years I have been an active member and supporter of Ducks Unlimited, Stillwater Chapter. I also spend time volunteering for Courage Center St. Croix and Camp Courage in Maple Lake, MN.