Vic has been providing financial advice and service to a broad range of clients since 1982 with an emphasis on small business owners and professionals. His focus is on understanding his clients’ needs and helping them select from the range of solutions that will meet their financial goals in a coordinated framework. A particular specialty is preparation for and management of income during retirement.
In order to provide up to date and accurate advice to his clients, Vic has attended and continues to attend many company and industry sponsored training and certification programs. His educational background includes:
- B.A from Gustavus Adolphus College
- Master of Social Work from the University of Minnesota (MSW)
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
- Retirement Income Certified Professional (RICP)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- FINRA Series 7 Securities
- FINRA Series 66
- Life, Health and Accident Insurance
- Long Term Care Specialized Continuing Education
Vic joined the Equitable (the company that eventually became Equitable Advisors ) in 1982. Vic and his wife, Carol, have lived in Chaska since 1974. They have raised two daughters and have four grandchildren. Vic has been active in numerous organizations and activities. He is a former president of the Jonathan (Homeowners) Association and is a former president of and continues his community service through Chaska Rotary and Rotary International.
CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e- mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.