“Like many people in our industry, I got my start at a full-commission brokerage firm. The key mantra of sales managers was, ‘Fake it till you make it.’ I decided that if I was going to stay in the business, I wanted a very different kind of relationship with my clients, a relationship that addressed all of the client’s needs. I wanted to work with a team devoted to transparent relationships with clients, sound investment principles, and a commitment to comprehensive wealth management. That is our mission at PrairieView Partners.”
Bo attended the University of Vermont, earning his undergraduate degree in Political Science and Psychology. He obtained a master’s degree in Higher Education Administration from Colorado State University, and worked for several years in various student life positions at colleges in Colorado and Minnesota. He made a career change to the financial services industry, gaining Series 7, Series 65, and life insurance licenses, working as a stockbroker and financial advisor in Minneapolis. He spent eight years with a private wealth management firm as a senior financial planner, working directly with more than 170 clients representing $300 million in assets. He also became the firm’s small business 401(k) and retirement plan specialist. He co-founded PrairieView Partners in 2007. Bo is an active member of the St. Paul Rotary Club and also serves on the Cornerstone Council, an advisory board to the Minnesota and St. Paul Community Foundations.
He brings that investment experience to PrairieView Partners, counseling clients on investment and retirement strategies, life insurance and estate planning, and charitable giving. He also has extensive experience in designing 401(k) and other retirement plans for small businesses.