I will receive recognition in the January 2011 editions of Mpls St Paul and Twin Cities Business magazines. The recognition is for overall client satisfaction, and the name for the award is “Five Star Wealth Manager”. It is a designation given to the top financial professionals in a given area of the country. In my case, it is based on feedback provided from surveys of a large selection of higher net worth households and industry colleagues within in the Twin Cities metropolitan area. It is the fourth consecutive year that I have qualified for this award.
I am currently a Certified Financial Planner with Ameriprise Financial, and am completing my 23rd year of practice as a financial planner.