We are a firm that starts with values-focused financial planning that looks different to each client depending on their individual goals and objectives. Some of my best days in this profession have been helping clients make financial choices they did not even anticipate they could make, such as retiring early or helping other family members.I have been in the industry since 1993 and have never been so thrilled about the tools that we are able to offer clients to help lead them on long-term financial and investment management journeys. They include some of the industry-leading tools to help clients decipher financial planning goals around retirement. They also include tools to help business owners with needs like retirement plans or how liquidity events will impact their long-term financial plan.I work with a variety of different clients including business owners, professionals and retirees. I would encourage you to reach out to us if you want to work with a new type of financial planning firm that starts with your goals and builds out a financial plan to help you achieve them. I would be excited to hear from you!Education, Licenses and Financial Services Activities:Certified Retirement Plan Consultant (CRPC)Accredited Investment Fiduciary (AIF)Professional Plan Consultant (PPC)Life, Health and Accident Insurance LicensesMember of Financial Planning Association and Digital Assets Council of Financial ProfessionalsSteering Committee: Advisornet Wealth ManagementGraduate of Minnesota State Mankato with double major in Finance and Insurance/Real EstateCertificate in Blockchain and Digital Assets® from Digital Assets Council of Financial Professionals & New York Institute of Finance