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Besides being a husband and a father of two young daughters I work full time for a medical professional liability insurance company as a senior financial analyst. I have been here since February 2003 and have enjoyed the variety that the day to day operations bring. I started out reconciling $272M of invested assets and now partially manage the senior account who reconciles the $500M of invested assets. I am also responsible for quarterly and yearly filings in our states along with audit reports and correspondence.

It wasn't until I started learning about the investment process at my employer that I enjoyed investments. I now manage my wife & I's Roth IRA's along with my deferred accounts (401K & ...More
  • Description: Independent trader. Trading frequency: Monthly
  • Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Gold, Mutual funds, REITs, Retirement savings, Stocks - long
ZooMN Financial Services, LLC ZooMN Financial has served the small business owners in the suburbs of Minneapolis for 10+ years. We bring expertise to the small business owner who wants to increase profitability, productivity or to decrease taxes. We help manage your business profitably by giving you the right financial data, advice and ...More
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