Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Small Business
  • Retirement Income Strategies

Qualifications

  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, North Dakota State University

Awards & recognition

  • Willson Financial, Ameriprise Client Experience Award, 2021

Previous experience

  • UBS Financial Services, Inc., 2014-2020

Interests

Nothing means more to me than spending quality time with my family; My wife Alexa, two sons Maverick and Berrett and our baby girl Reggie.

I grew up loving sports, especially football. This lead to playing at the collegiate level, first at Snow College then on to North Dakota State University, winning one National Championship and earning a spot on an All-American team. I'm lucky enough to stay involved in the game by coaching at the local high school in addition to my boys football and soccer teams.

In-between family and sports I enjoy reading a good book. A favorite author of mine is Brandon Sanderson. His fantasy world-building is unmatched.