I began my career as a computer programmer right after graduating from St. Olaf College. In an 18-year consulting career with IBM Global Services, I honed my project management and strategic planning skills. In 2004, I realized that these were skills and experiences I could use to help individuals and small businesses as they achieve their financial goals.
I specialize in helping people be more secure in the areas of:
Establishing strong financial habits – Working with young people in early savings/investment strategies utilizing education, recommendations and simple implementation strategiesRetirement Planning – Mapping retirement needs to provide solid recommendations regarding tax strategies, investment options and withdrawal strategies, and legacy planningHealth Insurance – Specializing in individual health insurance including Medicare, disability income, and long-term care planning.