"To serve successful individuals and businesses with sound advice and quality services.  We assist you in making smart money decisions and helping you achieve your specific goals and become financially independent."

As a Certified Financial Planner and Investment Advisor Representative, I have a responsibility to make recommendations that are in your best interest.  To do so, I operate as an independent financial planning firm and use a specialized group of the world’s leading money managers and financially sound insurance companies.

Our mission is to be the financial planning organization that positively impacts and influences the future of our clients, their children and grandchildren.  Our success will be determined by delivering top-tier performance and service that is unbiased and in the best interest of our clients.

Above all, we work for you.

Investment advice and securities offered through WOODBURY FINANCIAL SERVICES P.O. Box 64284, St. Paul, MN 55164 Phone: 651-738-4000. A registered investment advisor and registered broker/dealer, member FINRA & SIPC.