Broker Check

Meet YOUR Partners



With over 66 years of combined experience in the Financial Services industry, our firm's success comes from our distinctive structure and approach. Our goal is to develop the most effective strategies tailored for you and YOUR financial well-being. We make it our fiduciary duty to consider YOUR unique needs and work to co-develop a comprehensive, customized financial strategy that is not often available in the traditional brokerage firm setting. Balancing YOUR needs of today with YOUR wants for tomorrow is what you can expect from Fireside Financial Partners. We treat you like family. You'll feel right at home in our relaxed atmosphere. 

Our team approach adds perspective to all we do and provides increased benefits to our partners.

Our Qualifications

We are able to provide a variety of investment and insurance solutions. YOUR PARTNERS, have over 48 years in combined experience in the financial industry and maintain the following registrations, licenses, and professional designations:

The following are held through LPL Financial:

  • Series 6 – Investment Company and Variable Contracts Products
  • Series 7 – General Securities Representative
  • SIE – Securities Industry Essentials Examination 

The following are held through LPL Financial and Good Life RIA:

  • Series 63 – Uniform Securities State Law
  • Series 66 – Uniform Combined State Law

The following designations were earned through the College for Financial Planning in Greenwood Village, CO:

  • Chartered Retirement Plans Specialist®
  • Chartered Retirement Planning Counselor®

State Insurance Licenses are as follows:

  • State Insurance Licenses for Life, Accident & Health, Variable Annuities

Licensed in the following states: Michigan and Wisconsin