When it comes to financial planning, I encourage my clients to focus on the fundamentals. I help them make decisions that best fit their specific situation, rather than following general advice or financial fads. Whether it's establishing good savings habits, paying back student loans, identifying the appropriate investment strategy, or making sure the proper insurance is in place, I design the program that is correct for you and make sure all aspects of your financial plan are working together
Products & Services
- Life and Disability Income Protection
- Wealth Accumulation & Distribution
- Retirement Planning
- Estate Planning
- Debt Management
- College Funding
- Employment Benefits
Education
University of Minnesota, Bachelor’s degree with double major in Business & Marketing and Mass Communications
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0G54884.