Introduction: What I love about my job is helping clients with their big picture financial goals and then working with them and their assets day to day to reach those goals. While most of the work is in the management of clients assets, we always start by clarifying what the money will be used for. We then talk about how that money needs to be managed and what if any, steps need to be taken to reach those goals. Having a masters degree in business has helped me to better work with clients assets and another masters degree in Counseling Psychology has helped me to better understand how I can help people. Finally, having a Certified Financial Planners (CFP) designation has also helped me to integrate all aspects of clients financial needs.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Oracle Financial Planners are not affiliated. MN Insurance Lic. #: IN-20327395.
This communication is strictly intended for individuals residing in the states of MN and WI where the registered representative is registered to conduct securities business and as an investment advisor. No offers may be made or accepted from any resident outside the specific state(s) referenced
Every person has a unique set of needs that they need to save and plan for. I enjoy helping them to do that. Being an independent financial planner in St. Paul, MN allows me to look at all of my clients assets and to address different savings needs in many different ways. I enjoy the challenge of addressing each clients different financial needs and look forward to helping clients for decades to come.
