2018
• Top 100 Most Influential Advisors – Investopedia (2018)
• Top 10 Best Financial Advisors in Minneapolis – Advisory HQ (February 2018)
• 2018 Five Star Wealth Managers – Five Star Professional (January 2018)
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)