NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
My career started in 1977 as a representative for Great-West Life. I worked in Oregon with companies that had pension plans. Then I was asked to start an office in Phoenix doing the same thing. After that, I moved back home to Minnesota with my wife and son, to be closer to family. I still continued working with companies and their retirement plans. Then came the 401(k) plan and that has been my focus since 1987, and still is today. In 1990 I went independent, in order to serve my clients better. I have worked with over 100 companies/organizations throughout Minnesota and over 150 households in planning for retirement, long-term care and end of life planning. We now have 3 grown children and 6 grandchildren which are the joy and blessings of our life.
Education has always been a huge part of my life since I started my career. I hold the following designations: CLU, ChFC, RICP and CLTC. Thes designations have helped me be of service to my clients in their life long plans.