Greater Minneapolis-St. Paul Area
Our clients and prospective clients invariably tell us we do things that other financial advisors and firms don’t, with unique technical expertise and a one-of-a-kind relational approach focused on our client’s values, vision, and goals. While Continuum Capital serves clients nationally, many are business owners, corporate professionals, families, and retirees in the Twin Cities. In a region home to many start-ups, family-owned businesses, and Fortune 500 companies, we have developed unique expertise in corporate retirement benefits (with companies such as United Health Group, 3M, Medtronic, and Target), executive compensation, stock options, and tax and estate planning strategies. Our guidance has proven especially valuable to clients 3-5 years from retirement needing advice on maximizing their retirement income and minimizing taxes. We also differentiate our practice with an in-depth knowledge of the financial and personal considerations for families with a loved one with special needs. While legacy planning is vital for all, it is especially critical when a family member has special needs. Want to experience what a values-based approach feels like when aligned with intention? Feel free to contact me directly or visit our website for additional information. [email protected] (651) 714-6806 https://www.continuumcapitalplanning.com
After 25 years with Northwestern Mutual, 21 of those mentoring others in their practice, it was time to allocate 100% of my time and energy into what I am very passionate about, working with our clients and planning for their evolving life circumstances. Thus, the formal creation of Continuum Capital. As part of my legacy, we are building a generational wealth planning firm to serve our clients, their families, and their businesses for the next two hundred years. I’m excited to help our clients navigate life changes, live intentionally, and celebrate and enjoy their “big moments.”
As a Wealth Management Advisor, I specialize in generational wealth building through comprehensive financial planning. As a team, we consider our client's individual goals and deliver an actionable plan through a comprehensive approach to planning. Among our areas of expertise are the following: - Understanding the complex financial aspects of being a business owner - Navigating executive compensation - Maximizing corporate retirement benefits with personal retirement saving strategies and minimizing taxes - Planning for a loved one with special needs Meet our team and learn more at: https://www.continuumcapitalplanning.com
I led a team of over 20 diverse financial advisors in building their financial planning firms as independent business owners. We helped families and businesses through our community with their generational wealth planning. We provided college students with career development opportunities through our industry-leading Top 10 financial planning internship program. Individually we are committed to making a difference through philanthropic outreach. Collectively we give back to our local community, supporting the University of Minnesota Masonic Children's Hospital.
Board member from 2012-2016 President of the Managing Directors Association in 2015 It was an honor to represent over 250 of my fellow Managing Directors in Northwestern Mutual as a board member and President of the Managing Directors Association. One of my career highlights was the opportunity to partner with the Managing Partners Association, the Financial Representative Association, our executive leadership team, and the Board of Trustees to co-create the vision and future of Northwestern Mutual. I will always cherish the relationships I built and the exposure to the inner workings of an industry leader and Fortune 90 company.