Client Resources

At Ferndale Wealth Advisors, LLC resourcefulness constitutes one of our main industry advantages. We believe with over 40 years of registration in the securities industry and with extensive personal experience, we are in position to provide a very unique investment experience not frequently found among our competitors. Within industries like medical, technology, manufacturing and finance you will find the necessity of providing buildings and equipment resources to complete a task; however, the most important resource found in any worthwhile company, is the individuals completing the task, not the facilities. At FWA we set ourselves apart from our competitors by adhering to an effective and efficient focus on our three main core competencies previously outlined.

Individual Experiences: Throughout my career I have participated, as an investor, in several Oil & Gas Limited Partnerships, formed, Teeter Exploration, a gas and oil drilling company with operations in Oklahoma, invested in Real Estate Limited Partnerships, and established Ferndale Development, a land purchase and single family residential Development Company with operations in Florida. Designed and coordinated the construction of three single personal family residences. I have purchased, for our personal account, several private placements investments, established a franchise for our family with International Dairy Queen and served in the United States Army as a commissioned officer.

Industry Experience: Served as COB for both the North Memorial Hospital Foundation Board and for Newman Center Board at the University of Minnesota. Employed by Phillips Petroleum Company, where I evaluated the economics merits for the purchase and development of service stations and related facilities throughout one fourth of the United States. I have been employed as a Senior Vice President and Investment Officer for several national investment firms. Over the past two years I have developed Ferndale Wealth Advisors, LLC and coordinated a broker-dealer relationship with Cambridge Investment Research. Of major significance we have established a very strong relationship with Envestnet/PMC, a premier Institutional Wealth Management Company with unmatched vision in providing product and technology to meet our client’s growing expectations.

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“Even if you are on the right track, you will get run over if you just sit there.” – Will Rogers