Bio
Credentials
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Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)Oct, 1985- May, 2026
Experience
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State and Federal Legislative issues...
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including: POW/MIAs, State & Federal issues suc...
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volunteer Legislative advocate
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Jan 2003 - Present
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including: POW/MIAs, State & Federal issues...
State & Federal issues,Budget,POW/ MIA issues,Veterans/VA Benefits,National Health Care Reform,Nursing Home/ Long Term Care,Home Health Care,Mental health, disability Income Insurance parity,Medicare/ Medicaid,Social Security, Advocate for POW/MIAs:to locate the remains of those captured and ...
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Lifetime Achievement Award
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Jan 2017 - Present
Inductee representing outstanding professional dedication and career longevity
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Volunteer Legislative Advocate
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Jan 2003 - Present
Staying up-to-date on state and National bills affecting AARP members(age 50+), POW/ MIAs and Veterans; especially the disabled Veteran
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Philanthropist: MN State Univ., Mankato Foundation & Mayo Clinic Health S...
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Aug 2006 - Present
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Mankato, MN
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Volunteer
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May 2002 - 2018
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FarmAmerica
help raise donations and MN Historical Society funding for FarmAmerica (Minnesota Agriculture Interpretive Center); just 4 miles west Waseca, MN.
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Retired
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Mankato, MN
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Financial Advisor, Retired
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Sep 1974 - Jul 2000
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Mankato, MN
Activities and Societies: past member: Society of Financial Service Professionals, National Association of Insurance and Financial Advisors, South Dakota Estate Planning Council; Leave-A-Legacy (Mankato, MN), Greater Mankato Growth/ formerly named Mankato Area Chamber of Commerce
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MetLife
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Mankato, MN
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Financial Advisor
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Feb 1995 - Jun 2000
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Mankato, MN
My Sales and service: Estate planning, Charitable giving, Business & Farm planning / conservation, Investments; the family market: Educational savings and Financial planning, Retirement, Investments, Long Term Care planning and Insurance planning.
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Prudential Financial Services
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Sioux Falls & Aberdeen, SD
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Sales Manager
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Nov 1989 - Feb 1995
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Sioux Falls & Aberdeen, SD
Expanded sales team in Aberdeen, from 7 agents to 12, in 2 ½ years.Doubled sales. We climbed from #278 to #42 out of 360 national offices.Expanded markets: from the low / middle income markets to include high income / high net worth clients.Supervised, trained, motivated - agents in N.E. South Da...
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Minnesota State University, Mankato (MSU)
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Mankato, MN
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class 1977
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Jan 1978 - Aug 1982
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Mankato, MN
My primary, obtaining my BS, was a degree in Finance and Insurance. Double minors in: Economics and Political Science.MBA: Sufficient credits to obtain MBA, but short 2 core classes which I was unable to complete because of a company promotion and move to Sioux Falls, SD (October 1982).
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Education
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1978 - 2002Minnesota State University, Mankato
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1982 - 2001The American College of Financial Services
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1977 - 1981Minnesota State University, Mankato
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1971 - 1977Minnesota State University, Mankato
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1968 - 1971U.S. Army Security Agency (ASA)
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