I am the Vice President, Senior Investment Officer at Panichi Blair Wealth Advisors and was previously at RBC Wealth Management for 25 years. I am a Chartered Retirement Planning Counselor SM (CRPC®) which is a designation from the College for Financial Planning. This signifies that I have met the exam requirements, as well as ethical education for the retirement planning process. In addition, I currently hold my Series 7, 66, 63 FINRA registrations as well as Health and Life Insurance licenses. As an independent, fiduciary financial advisor, I earn trust by partnering with my clients to help define their individual objectives based on their own personal needs. Everyone’s economic and life situations are unique, and I believe that personalized service is essential when matching clients with the right financial security products and services.
I received a bachelor’s degree in marketing from the University of Minnesota-Duluth in 1995. I enjoy spending time with my wife Barb, traveling, hiking, fishing, hunting, and cross-country skiing. I am also a private pilot and have a passion for airplanes and love to take family and friends up for flights above the North Shore of Lake Superior and the beautiful area we live in.