Broker Check

Our Services

By working with an advisory firm that is always the client’s advocate – a fiduciary advisor – and a firm that only is paid by clients – a fee-only advisor – clients can depend on me to provide advice that is focused on helping them pursue their goals efficiently and effectively. I do not sell products, I prescribe and implement a financial plan tailored to each client’s situation.

Investment Management

I partner with a variety of money managers across the country, including Twin Cities based teams. I use these professionals to bring a personalized, bottom-up investment approach using proven strategies that strive to create predictable results for clients. My investment management partners bring decades of investment management experience to every client portfolio. My goal is to bring my clients a process that puts the right investments into the right allocation at the right time to follow a client's goals.

Operations

Part of our goal at Dunncreek Advisors is to build a firm that can easily manage growth. So, we’ve formed a partnership with Affiliated Advisors® which specializes in supporting independent firms like ours. They offer a variety of dedicated resources we can access as needed for financial planning, investment management and compliance support. Our broker-dealer is Royal Alliance a member of Advisor Group, one of the largest financial service organizations in the country.

Our Services

Through my extensive network, I offer my clients a range of financial services to address all aspects of their financial plans:

  • Life and health insurance
  • Property and casualty insurance
  • Long-term healthcare strategies
  • Individual and group benefits

Through my professional partners, I also offer clients great solutions for critical areas of financial planning:

  • Estate planning
  • Elder law matters
  • Probate
  • Advanced tax planning