ABOUT

Hello! Thank you for visiting my EFS Advisors webpage.

In days gone by a person worked to a certain age, collected their pension and Social Security, and enjoyed a comfortable retirement. Today that is not the case. Even people who are lucky enough to still have a pension are likely to find it is not enough. Today everyone needs to take control of their own future. That is why I am here.

Every one of us is different. We all have different interests, likes, dislikes, political views, religions, goals, and dreams. Cookie cutters are for cookies, not solutions. As pensions become rarer, finding a knowledgeable advocate to help navigate questions can be challenging. That is why I specialize in working with people with a pension, so they have the education and tools necessary to understand how a pension fits in as part of their overall retirement plan.

So, who am I?

I am the oldest son of 2 teachers. I grew up in Bloomington but spent my summers “Up North” in Park Rapids where my family owned a small resort. I grew up playing football and baseball and participating in speech competitions during the winter months. I was also lucky enough to be able to play football in college. My wife Melissa and I live in North Branch with our four daughters, plus horses, donkeys, dogs, and cats. If I ever get any free time I enjoy golfing, hunting, fishing, and taking my family camping.

Before becoming a Financial Advisor I worked as an EBD teacher for 17 years, coached Speech for 5 years, coached Adapted Softball for 6 years, and coached football for 20 years. I have my BA in Elementary Education from Luther College and my Master’s Degree in Special Education from the University of Minnesota.

I understand that choosing an advisor is a personal decision. You need to find someone who listens to you, is responsive and understanding of your needs, communicates clearly, is knowledgeable, and is honest and trustworthy. I believe you will find I check all the right boxes.
 

Important award disclosures

PROFESSIONAL QUALIFICATIONS

• Certified Retirement Education Specialist
• FINRA Series 7 and 63 registrations
• Minnesota Life Insurance Liscense #40398540
• Bachelor's Degree in Elementary Education, Luther College
• Master's Degree in EBD, University of Minnesota
• Post MEd Studies, University of St. Thomas

RESOURCES AND LINKS

• Art & Science Academy for 403B Enrollment
• Braham Area Schools for 403B Enrollment
• Brooklyn Center 286 for 403B Enrollment
• Cambridge-Isanti 911 for 403B Enrollment
• Indigo Education for 403B Enrollment
• Mounds View 621 for 403B Enrollment
• North Branch 138 for 403B Enrollment
• Rum River Special Education Cooperative for 403B Enrollment
• St Croix River Education District Enrollment
• St. Francis 15 for 457 Enrollment

SCHOOL DISTRICTS