Press Mentions

2017

• Top 9 Best Financial Advisors in Minneapolis - Advisory HQ (February 2017)
2017 Five Star Wealth Managers – Five Star Professional (January 2017)

2016

101 Investing Insights From the Experts - fundreference.com (January 2016)
Top 10 Best Financial Advisors in Minneapolis, St. Paul and Edina - Advisory HQ (February 2016)
• Financial Planning Mirrors the Golf Course - Chase.com (April 2016)
• 5 Homebuying Mistakes That Can Sabatoge Your Retirement - Realtor.com (April 2016)
• 10 Young Advisors to Watch - Financial Advisor Magazine, www.fa-mag.com (May 2016)
• The Cost of a Home: It’s Not Just the Price - CNBC.com (December 2016)

2015

• Tips For People Who Will Retire in 2015 - US News & World Report (December 2015)
• Age and Risk Tolerance Key to Mastering Asset Allocation - NBR / CNBC (June 2015)
Want Sound Financial Advice? – Minneapolis Star Tribune (September 2015)
More Millenials Say No to Stocks – CNBC (August 2015)
3 Ways to Control Your Life – NASDAQ (June 2015)
How to Start with Pennies and Retire a Millionaire – MarketWatch (May 2015)
• For Millenials, Goal is Financial Freedom – USA Today (April 2015)
Top Social Influencers in US – Brightscope
• Tips to help Millenials Save and Invest for Retirement – Article and Podcast at USA Today (March 2015)

2014

• Leveling the Investing Field – AdviceIQ (December 2014)
• Congress Poised to Pass Tax-Extender Extender,  Extending Advisors’ Frustration – Investment News (December 2014)
How to Retire Early While Everyone Else Toils Away at Work – USA Today (August 2014)

Selected Other Mentions

Separating Fear from Uncertainty: Investing and Elections. Minneapolis Star Tribune (November 2012)
Succession Planning: A NexGenner’s Perspective. Journal of Financial Planning (November 2012)
Will There be Enough CFP® Professionals to Replace Those Retiring? Advisors4advisors.com (October 2012)
Less Than a Third of Seniors with Planners Discuss Medicare with Them Advisors4advisors.com (October 2012)
Rising Tides. Investment Advisor (January 2012)
The Margin of Safety Applied to Financial Planning. Advisors4advisors.com (June 2011)
College for Working Adults: Financing the Dream. National Business Association
Building Bridges Between Generations. FP Solutions (May / June 2010)
The Future of the Profession is NexGen. FP Solutions (September / October 2009)