Senior Vice President - Financial Advisor, Senior Consulting Group
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I am proud to serve clients in multiple locations. I invite you to contact me to set up a meeting in one of my convenient locations:
641 East Lake Street, Suite 230 Wayzata, MN 55391
81 Rocking Horse Drive Bozeman, MT 59718 *Cannot receive mail at this location
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. Contact me to set up a consultation.
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance