Director
“A portion of my retirement plan is to continue assisting my clients and thoroughly enjoying my career through MTK”
Arnie has devoted his entire career to serving the financial goals of individuals. He is recognized as a trusted advisor in the health care community, a reputation established through more than 39 years as a CPA to dental and medical practices. His client’s reliance on him for guidance evolved into his specialization in financial and tax planning. He has assisted many families with retirement income goals, lifestyle cash flow projections and tax planning techniques.
In the 1990’s, Arnie formalized his passion for designing individual programs when he earned Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations. He more recently received a Minnesota license as a Certified Senior Advisor (CSA).
Core Specializations
- Tax & Financial Planning for Individuals
- Assist Clients in Federal and State Tax Audits
- Accounting and Advisory Services to Small Business
- Consultant to our Senior Population
Education
- Degree from the University of Minnesota in Accounting and Taxation
- Certified Financial Planner
Professional Affiliations
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
- Minnesota Chapter of Financial Planners
- Society of Certified Senior Advisors
- Certified Financial Planner Board of Standards
Interests and Activities
Arnie enjoys jazz and blues music with his wife Sandy. He periodically plays the saxophone with Hopkins and Golden Valley Band Concerts. They interact with their daughter, son and their family on a regular basis. He enjoys the construction of miniature circus and carnival rides, trains and other memorabilia.
