Financial & Investment Services
We are a full service investment firm. I use an established process to understand what is important and build personal strategies to help you reach your financial goals. I will partner with you throughout your life to keep you on track. I work with successful individuals and business owners; offering fee-based investing, individual stocks, annuities, wealth strategies, estate and legacy strategies, retirement plans, 401K's and more. We work with many of the premier financial companies in the US to meet our clients needs.
Our Chamber has approximately 530 members that invest their resources, employee volunteerism and confidence in the Owatonna Area Chamber of Commerce & Tourism and the business community.