Our Qualifications

Education and Experience.  Doug and Steve both believe the best way to help clients is to be knowledgable about the issues facing our clients and about the solutions that are available help them.

Doug holds a Masters degree in Business Administration and has furthered his financial education by earning the Certified Financial Planner mark and Accredited Investment Fiduciary designation. Doug holds Series 7, Series 63 and Series 24 securities licenses.

Steve holds a bachelors degree in Business Administration and he furthered his financial education by earning the Chartered Financial Consultant, Chartered Life Underwriter, Registered Health Underwriter and Registered Employee Benefits Consultant designations. Steve holds Series 7 and Series 63 securities licenses.

Both Doug and Steve attend numerous continuing education seminars and conferences each year to stay current on the latest issues involving investments, insurance, retirement accumulation and distribution, business planning, college funding, social security, estate planning, etc.

Doug and Steve hold Minnesota Life and Health insurance licenses and they are both Investment Advisor Representatives with Cambridge Investment Research Advisors.

Steve has been helping clients in this manner for over 28 years and Doug for over 27 years.  

 

We're looking forward to using our expertise, education and experience to help you pursue your financial goals and be good stewards of your resources.