I’ve never met a person who hasn’t played or heard of Monopoly. I remember vividly playing the board game as a child with friends and family. I didn’t just love the game for the fun of it; I was also fascinated by how money works and how people build wealth.
Outside of the game, I witnessed financial ramifications when family members and close relatives didn’t plan accordingly for the inevitable issues most of us will eventually face. I saw just how much a lack of financial knowledge could impact even the smartest people I knew, and I realized that this was a common issue many families faced.
It was then that I was inspired to pursue a career where I could educate people on how to prepare for their financial future and help them avoid the pitfalls that come with procrastination and inaction. I studied finance in college and started my career in 1998 as an intern with Northwestern Mutual, where I eventually worked as a financial representative for nearly 15 years before joining Foster Klima & Company. The rest, as they say, is history.
Who I Serve
Today, I have almost two decades of experience under my belt and my commitment to helping others grows stronger every day. While I serve a broad range of people, I specialize in working with affluent professionals, executives, and business owners with high integrity and who care about their business, family, and community. They’ve worked hard to get to where they are today and want to make a positive impact in their life and the lives of others. Whether they’re young in their career or approaching retirement, they seek comprehensive and lifelong financial guidance as they travel through life’s many milestones.
Working closely alongside them, I take a genuine, empathetic, and open-minded interest in their life because I want to see them succeed. I care about their goals and concerns and strive to provide the dependable and trustworthy service that they deserve. Whatever their questions or needs, I bring a personal touch to the planning process in the hopes that I can help them feel more at ease and less stressed about their finances. I’m not just providing financial advice; the real benefit of my work is helping my clients pursue a life with fewer worries, more clarity, and greater financial flexibility.
I am always open to meeting new people and seeing how I may be able to help. If you are looking for financial guidance and are ready to get proactive with your financial future, I encourage you to reach out to me today for a chat. Based in Minneapolis, I work with people throughout Minnesota as well as multiple other states. To get started, connect with me on LinkedIn, send me an email at firstname.lastname@example.org, or call my office at (612) 746-2272.
About Ernest Draper
Ernest Draper is a financial advisor with more than 18 years of experience in the financial services industry. Specializing in innovative investment strategies and wealth preservation products, he works with affluent professionals, executives, and business owners. Along with his many years of experience as an advisor, Ernest is also certified as a Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Advisor for Senior Living®, and CERTIFIED FINANCIAL PLANNER™ professional. With these designations, Ernest has the advanced training and knowledge to understand complex planning strategies and techniques facing many successful people and their families. Based in Minneapolis, he is licensed to work with clients in Minnesota, Illinois, Wisconsin, Maryland, Washington D.C., Missouri, Texas, and Connecticut. To learn more, connect with Ernest on LinkedIn, email him at email@example.com, or call his office at (612) 746-2272.
The Chartered Advisor for Senior Living® (CASL®) designation is issued by The American College after acquiring specialized knowledge on advanced retirement and estate planning strategies.