I have experience covering general financial planning principles, investment planning, retirement savings and income planning, risk management and insurance planning, tax planning, estate planning, professional conduct and regulation, and education planning.
In addition, I’ve received my Enrolled Agent credential, the highest tax professional credential recognized by the IRS, covering the taxation of individuals and businesses, and the representation of clients before the IRS.
is a NY artificial intelligence tech salesperson for a Fortune 50 company.
is weighing various agribusiness careers, education programs, and living options (rent or own home/land).
is a physical trainer and entrepreneur with various ventures.
I always wanted to do exactly what I’m doing now – helping people plan and implement towards financial and career independence.
It started in earnest at my first internship, a non profit’s financial counseling branch. We specialized in credit counseling for people who really had nowhere else to go. Tough conversations and real stories abound, I’ve been chasing that sense of personal fulfillment ever since. I love helping people.
After a few experiences as an employee at large banks (i.e. Wells Fargo, U.S. Bank.) and helping manage the investments of both my university’s endowment and a Registered Investment Advisory practice out of the state of Washington, I came to a hard hitting realization.
Myself asking Minneapolis Fed Chair, Neel Kashkari, a question.
Fourth grader me rapping about peace at an Iraq War march.
My Dad built a little library. I helped a little.
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No B.S. Advising, LLC (“NBSA”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NBSA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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