Robert "Bo" Aylin
Bo Aylin got his start in financial services as a stock broker with Morgan Stanley. While there, he obtained his securities (Series 7 & 65) and life insurance licenses. Bo next counseled clients on portfolio management in the Minneapolis office of Charles Schwab. An opportunity to expand his work with clients to include financial planning and wealth management led him to Carlson Capital Management. At Carlson for eight years, Bo worked as a financial planner and portfolio manager, working with over 170 clients and $300 million in assets. Bo is a graduate of the University of Vermont (BA - Political Science) and Colorado State University (MS - Higher Education Administration)
Bo counsels clients in the areas of investment planning, retirement/cash flow analysis, life insurance needs, debt management, education and estate planning, and charitable giving. He has extensive experience in designing 401(k) and other retirement plans for small businesses.
Bo lives in Northfield, Minnesota, with his wife, Mari, and their four children.
email - bo@prairieviewpartners.com
phone - 651.233.1056
THOMAS M. IRWIN JONATHAN JARANSON
KRISTY SCHAFFER |
