My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

I enjoy spending time with my family. My wife and I are avid bikers and love our summer bike rides. I also am an big Hockey fan. Both my boys play hockey and my wife and I enjoy following their seasons. In the summer we enjoy time in the lakes area. I consider myself a woodworker "in training" and have come to enjoy woodworking.

Experience

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Areas of Focus

  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Certified Financial Planner - May 1997
  • College for Financial Planning - 1996 CFP Professional education program
  • North Dakota State University - 1986 BS in Accounting
  • 1981 - Detroit Lakes high school

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