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For almost 25 years, I have worked in the financial services industry and gained experience as:
- Financial advisor and owner of an independent financial advisory firm.
- Executive vice president of finance and administration at a marketing consulting firm in Minneapolis
- Co-owner of an independent insurance agency that specialized in providing insurance programs to individuals and business owners.
- Founder/owner of an independent jazz record label and recording company that released 19 titles and 60 other sub-distributed titles
Plus, I’m an Enrolled Agent. This means:
- Recognized by the Internal Revenue Service to represent clients before the IRS in any tax-related matter.
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The designation is reserved for CPAs, attorneys, former IRS employees, and those who, like me, pass an exam and meet other IRS standards.
- A tax, financial management and insurance guru. I’m good to have around.
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