Joined Merrill: 1975
Designations: Holds the Chartered Retirement Planning CounselorSM designation
Education: Bachelor's degree, business administration and economics, University of Wisconsin, Platteville; MBA, finance, University of Hartford
Professional memberships: U.S. Forum for Sustainable and Responsible Investment (USSIF)
Community involvement: Board member, The Nature Conservancy; volunteers for the Great Lakes Aquarium and the Lake Superior Water Trail Association
Personal interests: Adventure travel, endurance motorcycling, sea kayaking, paddle boarding, powder skiing, backpacking, hiking, fly-fishing. Gold Master, Worldloppet Ski Federation (cross-country ski marathons)
”As an outdoor enthusiast, I am personally committed to sustainability. I particularly enjoy helping clients with similar interests develop values-based investment strategies.
*CRPC and Chartered Retirement Planning CounselorSMare registered service marks of the College for Financial Planning
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