Team Networking
Principal Financial Group offers wealth management solution to a variety of individuals and businesses
1879
I spent 8 years at Edward Jones building an office from scratch, and 2 years at Prudential where I focused on financial planning for business owners and senior executives.
Me. In an industry where lots of things are largely commoditized and everyone offers similar "solutions", I offer a personal touch - Hands-on in a hands-free world.
My ideal client fits one or more of the following descriptions: Combined income of $250,000 a year Investible assets of $500,000 A total net worth of $1,000,000 Business owner with $3,000,000 or more in revenue Executive with complex compensation (stock options, deferred compensation, etc)
I hold the Accredited Asset Management Specialist certificate from the College for Financial Planning.
