Kay the Financial Advisor
I am an independent broker, licensed through Harbour Investments, Inc. and a CPA. My goal is to be the Advisor who cares about you. I work with people to understand their goals, to help them preserve their assets, build assets, create a legacy or simply to create stability and structure in their personal and financial planning. My mission is to create customers for life among clients who value my advice and with whom I have an integral relationship.
I have been selected for the third year as a 2015 Five Star Wealth Manager! You can find my name in January’s Mpls.St.Paul Magazine and the Business Journal.
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