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
11
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
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Tax Planning Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License
  • Life, Accident and Health

Education

  • BS, Business Administration and Finance – University of North Dakota, 2011

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, Barron’s Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work, 2021

Professional associations

  • Leadership NorthDakota – Cohort IV

Community participation

  • Bismarck Mandan Chamber Leadership Program – 2024
  • Ronald McDonald House Charity - Board Member
  • Bismarck Mandan Chamber Local Issues Committee

Interests

I enjoy spending time and traveling with my family – my wife Kelsey, and sons Hudson and Lincoln. One of our favorite destinations is Disney World.

Yard projects are something I enjoy, but my real outdoor passion is golf. Whether it is on the course with friends, playing with my sons, or watching it on TV, golf is a favorite hobby of mine.

I am also a huge Green Bay Packers and University of North Dakota sports fan. My family tries to gather and watch as many games as possible during the season.