Greg has been in business for 34 years. He has a passion for helping people have the retirement they have always dreamed about. Greg works with clients to help them have the income they want as well as having the investment growth they are looking for. Greg and his wife have been married to Lori for 32 years. They have three children and one grandchild. Greg enjoys playing golf and fishing as well as spending time with the family.
It is our belief that each individual is as unique as their retirement needs . We believe that people who have worked hard all their life to save for retirement should have the ability to know their needs, wants and dreams are realized. In order to accomplish this we take the time to get to know our clients. We believe there is a process that must be utilized to help reach those retirement goals. Once the process is completed our clients know the plan fits their own unique needs.
General Information |
| Firm Start Year: | 1921 | |
| Insurance License#: | 20079 |
| States Licensed in: | MN |
| Number of Years with Current Firm: | 34 |
| Work Experience: | Greg understands the need to protect retirement accounts from the volatility of the market. He helps his clients have guaranteed income in retirement so they and he sleep well at night. Safety is becoming more and more of an issue as people are living longer in their retirement years. Greg has been in the financial services industry for 34 years. |
Services |
| Investment Types: | Bonds, Insurance, Stocks, Annuities |
| Can meet clients in the following ways: | Via Phone, Your Home, Video Conference, Our Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Accident, Health |
Firm Information |
| Advisor's Number of Clients: | 200 |
| Advisor's Number of Managed Clients: | 25 |
| Advisor's Number of Planning Clients: | 175 |
| Assets Managed by Advisor: | 5,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 250,000 |
| Compensation Methods: | Flat Fee, Commissions |
| Fee % Based on Assets: | .75 -1.5 |
Education |
| Bachelors in Business Administration | Iowa Wesleyan College
- Mt Pleasant IA 1980-1984 |
| Twin Cities Seven County Metro |
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