Plymouth, Minnesota 55447
Profession(s)Financial Professional, Mediator
Divorce is one of the toughest challenges you will ever face. It is a major life transition. As a divorced parent, a stepparent, and the parent of a special needs child, I felt firsthand the anxiety, fear, frustrations, and pain of an adversarial divorce process after 30 years of marriage. While every family including yours is unique, I want you to know I have traveled a similar path. It is these and other life experiences along with my professional background that make me uniquely qualified to help families in conflict.
My perspective on helping families sort out their finances is very simple. My goal is to efficiently and as cost effectively as possible, help you conserve your family’s financial resources for the benefit of your family because that is where your financial resources belong. Your family and your financial resources do not belong in an adversarial court based process where financial resources can quickly vanish, relationships are destroyed, and children become caught in the middle instead of being at the center of two loving caring parents. I will diligently work with you to help you and your spouse discuss and evaluate financial options so both of you can structure sound financial agreements for the next stage of your life.
I offer an initial one-hour consultation at no cost to discuss your process options, share with you the Collaborative Divorce financial process, and answer your questions about the process. I can meet at office locations in Plymouth, Edina, St. Paul, and Woodbury. I offer virtual meetings utilizing audio and video screen-sharing capabilities to meet with you wherever you may be. You can reach me at 763-201-1390 or via email at email@example.com.
Professional Activities~Board of Directors Collaborative Law Institute of Minnesota three year term 2014-2016 ~Collaborative Law Institute of Minnesota Excellence Committee member ~Collaborative Law Institute of Minnesota Public Education Committee member ~Collaborative Law Institute of Minnesota Public Speakers Bureau member ~Board of Directors Financial Planning Association of Minnesota ~2013 Board Chair ~2012 President ~2011 President Elect ~Twin West Chamber of Commerce member ~Dalbar beta test research project Purpose-Based Asset Management ~Produced recorded audio CD in 2006 titled: 'Identity Theft Crime of the 21st Century' ~Registered Representative, Securities offered through Cambridge Investment Research Inc. ~Broker/Dealer Member FINRA/SIPC ~Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor ~Integra Shield Financial Group LLC , The International Academy of Collaborative Professionals, and Cambridge are not affiliated. ~Cambridge and Integra Shield Financial Group do not provide legal advice
College for Financial Planning met education requirement for CFP certification
B.A. Liberal Arts Western Illinois University
F.B.I. National Training Academy Quantico, VA