Began career with Northwestern Mutual in Kansas City, MO

Earned Chartered Life Underwriter (CLU®)

Earned Chartered Financial Consultant (ChFC®)

Earned Certified Financial Planner (CFP®)

Earned Retirement Income Certified Professional (RICP®)

Earned Chartered Advisor for Senior Living (CASL®)

Received Northwestern Mutual's Community Service Award for establishing Big Brothers Big Sisters of Jasper/Newton Counties of Missouri

Moved office  to Minneapolis, MN

Earned Bachelors of Science (BS) from Thomas Edison State College, Trenton, NJ

Attended an 18-day Mergers and Acquisitions class in Germany

Earned Masters of Business Administration (MBA) from St. Cloud St. University, St. Cloud, MN

Earned Certified Public Accountant (CPA)

Member of the Million Dollar Roundtable (MDRT) (Now a Lifetime Member) 

Published in Society of Financial Service Professionals "Ethical Long-Term Care Planning: Applying the Society's Code"

Featured in Media Planet's Boomers & Beyond supplement: "Preparing for retirement"

Quoted in Kiplinger's Personal Finance article "How to Downsize Your RMDs"

Featured in the Wall Street Journal "Helping Clients Retire On Their Own Schedule"

Featured in the Wall Street Journal "A Creative Use of Unneeded Life Insurance"

Featured in Forbes BrandVoice-"Planning For When Your Kids Move Out"

Featured in Forbes BrandVoice-"The Benefits of Giving During Your Lifetime"

Quoted in USA Today Article " How to Protect Your Wishes When Incapacitated"

Specialist roles at Northwestern Mutual-Minneapolis (Retirement Specialist;  Estate and Business Planning Specialist;  Long Term Care Specialist)

Speaker at Northwestern Mutual's Retirement School in Milwaukee, WI (8 years)

Received Northwestern Mutual's Community Service Award for volunteer work done with Crescent Cove

Awarded Forbes Top Advisor 

Became a Private Client Group firm of Northwestern Mutual 

Celebrating 35 years with Northwestern Mutual