ABOUT MY PRACTICE
My practice is devoted to providing comprehensive personal financial planning services for higher net worth individuals and their families. Services are provided in the areas of wealth management, investment analysis and portfolio management, personal and financial risk management, income tax planning, compensation and retirement planning, event planning, gift and estate planning and related financial planning services. To derive the greatest benefit from these services, a client should have a net worth of at least $1,000,000 and investment assets of at least $500,000. For a description of the various services that I offer, please click on the "CONSULTING" tab at the top of the page.

EXPERIENCE
Over 35 years experience in financial planning with emphasis on the issues associated with the accumulation, conservation and perpetuation of wealth. A detailed resume of my experience is available upon request.

LICENSES, CERTIFICATIONS & EDUCATION

Education:

• BA (Psychology) - University of Minnesota - 1967
• JD (Law) - William Mitchell College of Law - 1974
• LLM (Taxation) - New York University - 1980
• Master of Science (Financial Services) - The American College - 1980
• Master of Science (Financial Analysis) - College for Financial Planning - 2009
• Masters of Science (Finance - Investment Management Concentration) - Golden Gate University - Student

Professional Certifications:

• Chartered Life Underwriter (CLU) - 1976
• Chartered Financial Consultant (ChFC) - 1982
• Certified Financial Planner (CFP®) - 2000
• Acredited Valuation Analyst (AVA) - 2008 

Investment Advisor Representative (IAR):

• TLG Advisors, Littleton, Colorado

Professional Associations

• Society of Financial Service Professionals (SFSP)
• Financial Planning Association (FPA)
• National Association of Certified Valuation Analysts (NACVA)

Other:

• Admitted to Practice of Law - State of Minnesota (Inactive Status)
• Admitted to Practice - United States Tax Court