Position:
Insurance advisor at Foster Klima & Co. & The Partners Group, LLC.
Location:
Greater Minneapolis-St. Paul Area
Work:
Foster Klima & Co. & The Partners Group, LLC.
- Minneapolis, Minnesota since Dec 1984
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Insurance advisor
Lubrication Technologie, Inc.
1984 - 2013
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Benefits advisor
Education:
University of Minnesota-Twin Cities 1979 - 1981
MOTU, Business
Edina West 1971 - 1978
Skills:
Estate Planning, Investments, Succession Planning, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Employee Benefits, Term Life Insurance, Retirement, Long Term Care Insurance, Strategic Financial Planning, Wealth Accumulation, IRAs, 401k, Business Planning, Series 6, Executive Pay
Interests:
My business focus is working with privatley owned businesses and their key executives, in the areas of business succession planning, executive compensation planning, estate planning, investment planning, insurance planning and corporate benefits.
On a personal basis, my hobbies include hunting, fishing, golf, skiing,boating, and many out door activities.
Honor & Awards:
Guardian Life leader club 20 years
Presidence Councial 3 years
Executive councal 7 years
Million Dollar Round Table 21 years
Court of the Table 7 years
Centurion Club 4 years
Inner Circle 12 years