I am the president and chief investment officer at Panichi Blair Wealth Management. I hold a Chartered Retirement Planning Counselor℠, CRPC® designation. I am a financial professional who, in addition to providing traditional advice and guidance, works to help clients pursue their objectives by building and managing my own personalized or defined strategies, which may incorporate individual stocks and bonds, as well as third-party investment strategies. Investment officers are provided a high degree of flexibility in constructing portfolios and selecting securities. I serve my advisory clients in a fiduciary capacity, putting their best interests first. This allows me to manage investment strategies on a discretionary basis. After over 20 years in the industry, I use my own strategies to manage the assets of my clients using innovative technology and progressive strategies. I am consistent and successful when implementing exclusive investment strategies customized for each investor’s needs.
I am a proud recipient of a University of Minnesota bachelor’s degree in accounting. I enjoy spending time with my wife, Laura, and our three children. In my spare time, I enjoy hunting, fishing and coaching youth sports.
CRPC® and Chartered Retirement Planning Counselor℠ are registered service marks of the College for Financial Planning.