Arnie has devoted his entire career to serving the financial goals of individuals. He is recognized as a trusted advisor in the health care community, a reputation established through more than 39 years of dedication to dental and medical practices. His client’s reliance on him for guidance evolved into his current specialization in financial planning. Arnie is a pioneer in financial planning. Before it became an accredited profession, he was assisting many families with retirement income goals, investment programs and tax planning techniques.

In the early 1990’s, Arnie formalized his passion for designing individual programs when he earned Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations. He continued on and received his Series 7 and Insurance licenses. Arnie is a Certified Public Accountant and a member of the AICPA and Minnesota Society of CPAs. He received his education from the University of Minnesota in Business Administration and Taxation.

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