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Expertise, Experience and Independence
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Areas of Focus: Investment Advisory; Wealth Accumulation, Preservation and Transfer; Income Strategies; Financial Life Planning. |
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A Certified Financial Planner™ professional with over twenty-five years experience in the financial industry and a current member of the Financial Planning Association. |
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A team approach to to help ensure clients receive personalized planning and top notch service. |
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Comprehensive investment, tax, estate planning and insurance planning services. |
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Independent status allows me to gain access to multiple companies and investment options available in the marketplace to achieve my clients’ objectives. |
If you or someone you know has recently changed jobs, moved into the area, are nearing retirement or experiencing another life change, call for a free, no-obligation consultation. The one-hour review allows potential clients to determine if their needs and my practice are well matched.
My philosophy consists of:
1) Evaluating a client’s current financial picture
2) Assisting clients in identifying their goals and objectives 3) Creating and implementing strategies to achieve these goals 4) Monitor the results and review the goals on an on-going basis. This process includes coordinating the planning with the client’s accountants, attorneys and/or other financial advisors. In most instances, this will result in a more comprehensive coordination of services, which can result in financial efficiencies and cost reductions.
This process may include, but is not limited to, asset management services, retirement planning, portfolio income generation, stock options and deferred compensation strategies, gifting, insurance, estate planning, asset preservation, and income tax reduction stratagies.*
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Areas of Focus
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Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.
Supervising office: Lincoln Investment Planning, Inc.: 218 Glenside Ave., Wyncote, PA 19095 215-887-8111
United Brokerage Services, Inc. and Lincoln Investment are independently owned and each is responsible for its own business.
*Tax services are not offered through nor supervised by Lincoln Investment.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Twin Cities area (includes Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, Sherburne, Washington and Wright counties in the state of Minnesota; and Pierce and St. Croix counties in the state of Wisconsin) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 16,500 wealth managers in the area. 1,256 award candidates in the Twin Cities area were considered for the award, of which 624 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, Mpls.St.Paul Magazine or Twin Cities Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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