Teaching

• Estate Planning
• Personal Insurance
• Retirement Planning
• Financial Plan Development
• Business Finance

Professional Excellence

• Ph.D. in Financial and Retirement Planning, The American College
• Master of Financial Services, The American College
• Certified Financial Planner ®, CFP®
• Bachelor of Business Administration, Hamline University

Commitment to Student Success

• Advisor to Financial Planning student organization

Research

• My research interest is: Family business succession, business valuation, interpersonal skills for financial planners

Service and Outreach

• Serve as a member of the Career Development Committee, Financial Planning Association (FPA)
• Consultant for the SBDC in Mankato

Areas of Expertise

• Business Succession
• Interpersonal skills for financial planners
• Retirement planning for family business owners and solo entrepreneurs