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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 6 License
  • Series 66 License
  • Series 63 License

Education

  • Bachelor of Science in Business Administration, Dickinson State University, Dickinson | North Dakota
  • Marketing Minor-Dickinson State University, Dickinson | North Dakota
  • Management Minor-Dickinson State University, Dickinson | North Dakota

Awards & recognition

  • Legacy Financial Partners, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

  • Dickinson Noon Lions Club- past secretary

Interests

I enjoy spending time with my family, golfing, traveling, attending community events, and being active.