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Winona Office

51 East 4th Street

Suite 311
Winona, MN 55987

About Us

My Primary Purpose

I am a full-service financial firm committed to helping people pursue their financial goals.


Our Primary Purpose

I am a full-service financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe you will be better able to identify your goals and make sound decisions to help reach them by me providing sound financial information.

Please call me if you have any questions about my firm or the range of financial products and

services I provide. My firm has a relationship with a variety of financial services companies, so if I don’t have a product or service, I know a group that does.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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