Cliff serves as a Client Service Advisor with Ehlers’ Investment Team. Prior to joining the firm, he spent more than 20 years working as a para-planner, financial advisor, customer service representative and accountant with large national financial services companies. Throughout his career, Cliff has always enjoyed helping clients design and achieve their financial goals through thoughtful, straight-forward planning paired with exceptional client service.
Cliff has called Minnesota home most of his life, but has also lived and worked in Hawaii, California and Arizona. He currently resides along the riverfront in downtown Minneapolis. He has three grown children and three wonderful grandchildren. In his free time, Cliff enjoys skiing, bicycling and visiting brew pubs.
Areas of Expertise
- Investment Management
- Bond Proceeds Cash Management
- Cash Flow Analysis & Forecasting
- Compliance Monitoring
- Sweep Account Evaluations
Licenses & Certifications
Series 7 FINRA License: General Securities Representative
Series 66 FINRA License: NASAA Uniform Combined State Law
Bachelor’s Degree in Accounting, University of Minnesota