As the Owner and Financial Advisor at Five Star Financial Services, my primary responsibilities involve meeting with clients, providing full-service fiduciary wealth management, and ensuring they are well-informed about market changes, economic trends, and estate planning strategies. I am recognized for my skill in simplifying complex financial concepts for easy understanding. I have been in the financial services industry since 2009, specializing in financial planning, risk mitigation, and estate planning strategies.
My expertise lies in rollover investments and defined benefit plans for the self-employed. Before transitioning to finance, I had a successful career as a Boeing 727 Airline Captain at Champion Air. I hold a bachelor's degree in Economics from the University of Minnesota, earned in 1986, and recently obtained the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2022. I am driven by the principles of self-employment, client interaction, and the problem-solving nature of American capitalism. I firmly believe in guiding my clients towards their financial goals, no matter how distant they may seem.
As a native of Brownton, MN, I now reside in Hutchinson, MN, with my wife Kathy. Together, we cherish our time gardening on our hobby farm, exploring the Canadian Wilderness, and engaging in travel, fishing, biking, and family gatherings. Our family is blessed to be growing from our three children and their spouses as well as four grandchildren. Beyond work and family, Kathy and I actively participate in community activities, such as Cornerstone Church, the Hutchinson Chamber of Commerce, and Hutchinson's Networking Referral Group. We find joy in growing our Biblical knowledge and contributing to our community's well-being.