I am the vice president, Managing Partner at Panichi Blair Wealth Advisors and was previously at RBC Wealth Management for 25 years. I am a Chartered Retirement Planning Counselor℠ (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 hold my Series 7, 66 and 63 registrations as well as health and life insurance licenses. As an independent 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 with a passion for airplanes and I love to take family and friends up for flights above the North Shore of Lake Superior and the beautiful area we live in.
CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.