U.s. Bank Feb 2016 - Sep 2017
Vice President, Wealth Management, Advisory Consulting Services
Cavanaugh Financial Group May 1, 1999 - Mar 2015
Certified Financial Planner
Education:
College For Financial Planning 2005 - 2010
Master of Science, Masters
University of St. Thomas 1995 - 1999
Bachelors, Bachelor of Arts, Accounting
College For Financial Planning 1995 - 1996
Master of Science, Masters
Wayzata High School
University of St. Thomas
Skills:
Retirement Planning Iras 401K Retirement Fixed Annuities Asset Allocation Roth Ira Life Insurance Financial Advisory Certified Financial Planner Securities Personal Financial Planning Investments Financial Planning Mutual Funds Estate Planning Wealth Management Finra Wealth Transfer Retirement Income Strategies