Becoming Financial

what you get by achieving your goals is not as important as who you become while achieving your goals. we help our clients with the steps and the tasks along the way towards their milestones. it's not just about the products, it's about the strategy and plan. and more than the plan, we focus on empowerment. our mission is to: help our clients develop their financial character. how we do that is by: crafting dynamic financial plans and empowering our clients towards becoming who they want to be. we are licensed to sell insurance in: mn, az, ca, dc, ga, il, in, ky, mi, mt, nc, ny, pa, and tx. securities, investment advisory services and financial planning in: mn, az, ca, ga, il, in, mi, ny, pa, and tx. i am a registered representative of and offer securities through mml investors services, llc, member sipc (www.sipc.org). supervisory address: 100 south 5th st suite 2300 minneapolis, mn 55402 612-492-9300