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I specialize in working with individuals and families in areas of wealth management, retirement planning, estate planning, pension max, and college planning.  I work with businesses, in the areas of insurance, retirement, and succession planning.  I look forward to meeting with you to discuss your specific needs.

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New York Life
3600 Minnesota Dr. Ste. 100
Edina, MN 55435
Phone: 952-897-5013 Fax: 952-897-5066
www.dlcompas.com
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NYLIFE Securities LLC, Member FINRA/SIPC.