I have worked with people in the accumulation, retirement and estate planning phases of their lives. My guidance may be limited to a particular problem or be a comprehensive plan.  I'm licensed to work with clients in both securities and insurance planning. 

 

Common issues I work with include: Tax preparation, social security benefits planning, and proper investment mix for personal and work savings plans.  I also review insurance needs so families have properly structured protection.  I focus on listening to the client's concerns, then provide a clear set of recommendations.  My commitment to a high degree of customer service is the foundation of over 30 years of successful results for my clients. 

 

I am a founding member of Redhawk Wealth Advisors, Inc., of Edina, MN, and its predecessor firm, Hunt and Strom Financial. I now run Strom Financial, a client consulting and tax preparation firm. I have been in the financial services industry since 1981, totaling thirty-six years. I earned the Certified Financial Planner designation in June of 1984. I taught insurance and securities licensing courses to new agents and brokers for twenty years. Additionally, I taught financial planning and 401(k) concepts for major corporations, including AT&T, Ford, The Naval Federal Credit Union, Lucent and Con Edison. I am currently an active financial planner, tax preparer and investment advisor. I was recently awarded the Registered Fiduciary designation, enabling me to perform at the highest standards of planning and advisory services for individuals, families and 401(k) plans.