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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science in Business Administration from Northern State University in 1974.

Community participation

Serving on the NSU Wolves Club Board.

Attending and volunteering at Holy Cross Lutheran Church.

Establishing wildlife habitat on our family farm in McPherson County.

Interests

Servicing my clients is my number one goal. When not working with clients, my wife, Shawnee, and I enjoy golfing, following Northern State University athletic teams and traveling.