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I have over 20 years of experience and a broad knowledge in investments and insurance products. I became a fiduciary in 2010. My passion for financial advising comes from a desire to help people, get to know them, hear about their lives, and keep their best interests in mind. Wings Financial has provided an excellent opportunity to help the members in Eden Prairie, Chaska, and Savage.
I currently live in Eden Prairie with Sarah, my wife of 20 years, and our four children (J.J., Grayson, Tennyson, and Luna). They keep us busy exploring and experiencing the joys of life. We love to travel and enjoy spending time as a family. I enjoy working with Wings members, helping them get to (and through) retirement.
I generally recommend consolidating where possible, and there are a number of reasons why: to simplify by having a single company to work with versus several, to manage risk and reward better, and to potentially reduce fees.
Volatility has been increasing over the years and there are a number of factors contributing to this, but I will say it is here to stay. Knowing your options and diversifying your investment strategy is critical to success.
That is a very personal question and different for everyone, so I use a process to identify and monitor risk/reward levels.
