Experience

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  Edward jones

  Jan 2000 - Jan 2004

  Investment representative

  Responsible for the operation of a retail investment office including sales, marketing, client retention, asset monitoring, client recommendation, and all paperwork with regard to processing and maintaining investment accounts.

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  Anchor investment management

  Jan 2004 - Oct 2006

  Investment representative

  Responsible for the operation of a retail investment office including sales, marketing, client retention, asset monitoring, client recommendation, and all paperwork with regard to processing and maintaining investment accounts.

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  Northwest mutual

  Jan 2007 - Jan 2008

  Financial representative

  In order to expand my life insurance knowledge I utilized the training from one of the top insurance companies while continuing to expand my overall book of business. Became proficient in leveraging client assets to protect and preserve their overall goals.

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  Roundbank

  Jan 2008 - Dec 2009

  Relationship banker/ commercial lender

  We’ve heard it from our customers for years. There’s a difference at Roundbank. It feels different the minute they walk in the bank. The people are friendly, courteous and extremely helpful. Our bankers are approachable and very down-to-earth. It’s a common sense approach to banking. The management and staff of Roundbank vow to maintain this dedication to customer service as well as its attention to detail. We have been committed to the success of our customers for 125 years. We’ve heard it from our customers over the years, “There is a difference” at Roundbank. It’s a common sense approach to banking, a place that offers all the big bank services, but with more personal touch. My focus is commercial lending. Small or large company. Established or just getting started. We can partner with you to help provide a solution for all your financial needs. Contact me to set up an initial visit. I would love to meet with you. Show less

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  Investment solutions

  Feb 2008 - Nov 2010

  Account executive

  Investment Solutions Account Executives strive to providethe best products and services to fit the client’sindividual financial needs. We work with only high qualityinvestment and insurance products, fromindustry-leading companies, which havebeen put through strict due diligence standards.Coupled with leading-edge technology, Investment SolutionsAccount Executives provide superior service andattention to their clients.

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  Bankers life

  Nov 2010 - Nov 2023

  Insurance agent/unit sales manager

  For more than 130 years, Bankers Life and Casualty Company has been helping individuals and families protect their financial security and prepare for retirement. Bankers serves the retirement market through a broad portfolio of affordable, quality health and life insurance products and annuities.

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  Proequities, inc.

  Feb 2011 - May 2016

  Financial advisor
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  Bankers life securities

  Jun 2016 - Nov 2023

  Financial advisor

  Financial advisor serving the southern metro and southern MN.

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  Bankers life advisory services

  Dec 2017 - Nov 2023

  Investment advisor representative

  Selecting and analyzing investment options on your own can feel overwhelming. There are many different roads you can take to reach your destination. When charting your course, turn to a Bankers Life Securities Financial Advisor to help you explore the options and guide you through the challenges.

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  Veritas insurance advisors, llc

  Nov 2023 - now

  Insurance agent
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  Veritas advisors

  Dec 2023 - now

  Investment advisor representative

  Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Please visit our website for important disclosures. www.veritasadvisorsmn.com