Overview

I am a younger Financial Advisor in Minneapolis MN. I work on a team with a senior Financial Advisor and we practice holistic wealth management for our clients. Our current clientele consists of mainly small business owners as well as those in the medical field. We do extensive planning for all of our clients which includes retirement, insurance, tax, and estate planning. We are looking to grow our business by purchasing a book of business or merging in a book of business.

Last Activity
6 months or more

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