Q: What type of business do you operate? What do you sell, or whatservice do you provide?A: Comprehensive financial planning services and implementation. Financialproducts available include mutual funds, individual stocks and bonds, RealEstate Investment Trusts (REITs), certificates, insurance (life, disability andlong-term care), retirement plans and separate accounts.Q: Where are you from, and why did you decide to open your business inSummit County?A: Most recently from Hudson, Wis., a suburb of Minneapolis/St Paul. We have
family in Eagle County and fell in love with Summit County (but who doesn’t)during our frequent visits to the area.Q: What experience do you have in this field?A: Educationally, I hold a master’s degree (MBA with distinction, 1996) infinance from Cornell University. I have worked for American Express FinancialAdvisors for eight years in the corporate office, spending the last two yearsteaching financial planning to our advisors.Q: What sets your business apart from other similar businesses?
A: Many traditional brokers and insurance agents seek quick, high-returntransactions for the bulk of their business. My practice has a much differentfocus. My main concern is to help clients live the life they always wanted. We concentrate on the long-term financial health of my clients through on-goingfinancial planning relationships. In this relationship we build a lifetimefinancial plan (which we call a Personal Economic Forecast) and then frequentlymonitor how our clients are progressing towards their goals.Q: What types of customers do you hope to reach in Summit County?A: People that want to have peace of mind regarding their financial situation.We can’t necessarily fix every financial problem someone has, but at least they
will know that we are doing everything we can. The most likely candidates formy practice are small business owners and retirees.Q: Why did you choose to open where you did?A: We have an easily accessible location near the center of Breckenridge.Q: What are your plans for your company’s future?A: Serve a limited number of clients through exceptional service andcomprehensive advice.
Support Local Journalism
Support Local Journalism
As a Summit Daily News reader, you make our work possible.
Now more than ever, your financial support is critical to help us keep our communities informed about the evolving coronavirus pandemic and the impact it is having on our residents and businesses. Every contribution, no matter the size, will make a difference.
Your donation will be used exclusively to support quality, local journalism.
Start a dialogue, stay on topic and be civil.
If you don't follow the rules, your comment may be deleted.
User Legend: Moderator Trusted User