Education

I have a Bachelor’s Degree in History from St. John’s University, Collegeville MN. I earned an advanced degree as a Chartered Life Underwriter (CLU) from the American College early in my career and later achieved the Chartered Financial Consultant (ChFC) designation. Both advanced degrees qualify the holder to consult in the advanced arena of insurance and financial planning. I am a co-founder of the Longmont Community Foundation. My plan allocates a high percentage of my assets to charity. I have been showing clients how they can make large gifts to their favorite charity without impacting their children’s inheritance for many years.