Experience

JNBA Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Advisor

  • Apr 2012 - Present

  Greater Minneapolis-St. Paul Area Minneapolis, MN-based JNBA Financial Advisors is an independent, fee-only wealth management firm driven to help guide people through life’s most important decisions though an advice driven by advocacy® approach. As a fiduciary, the JNBA team delivers customized planning strategies and solutions to optimize clients’ resources through financial life planning and asset management. The nearly 45-year-old firm’s advisory structure leverages a team approach, reviewing client portfolios every 10… Show more Minneapolis, MN-based JNBA Financial Advisors is an independent, fee-only wealth management firm driven to help guide people through life’s most important decisions though an advice driven by advocacy® approach. As a fiduciary, the JNBA team delivers customized planning strategies and solutions to optimize clients’ resources through financial life planning and asset management. The nearly 45-year-old firm’s advisory structure leverages a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate. For more information, visit jnba.com. Please Note: JNBA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JNBA’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Show less



Salvation Army Hope Harbor Advisory Board

• Chair

  • 2012 - Present



Salvation Army Program and Services Committee

• Chair

  • 2012 - Present



JFS Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Managing Principal/Lead Advisor

  • Jun 1990 - Feb 2012

  Hermitage, PA



JNBA Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• IMPORTANT DISCLOSURE INFORMATION

  • 1979 - 1980

  Minneapolis, Minnesota, United States Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by JNBA Financial Advisors, LLC), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual… Show more Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by JNBA Financial Advisors, LLC), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. JNBA Financial Advisors, LLC is neither a law firm nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from JNBA. Please remember that it remains your responsibility to advise JNBA Financial Advisors, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. JNBA shall continue to rely on the accuracy of information that you have provided. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. Please see important disclosure information at https://jnba.com/disclosure. Show less