Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investments
  • Investment Management
  • Retirement Income Strategies
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 66 License
  • Series 7 License

Education

  • Bachelor's Degree In Investments; University of North Dakota 2020

Interests

During the summer I love spending my free time on the water fishing & water-skiing. In the winter not much changes. I love to ice fish and go skiing in Montana when I have a free weekend. My family and friends are very important to me, so I try to spend as much time with them as I can.

Being a part of my community is an area where I'm always looking to get more involved in. Currently I am apart of Leadership Williston, to help allow me grow as a leader and make a positive difference within this community. I also serve as an advisory board member to the the business management program at Williston State College.

Community participation

Participating in the Ryan Motors blood drive
Participating in the Ryan Motors blood drive

Leadership Williston — Williston Area Chamber of Commerce (willistonchamber.com)

Advisory Board Member- Williston State College (Business Management Program)

Ryan Motors blood drive participant

Lewis and Clark State Park volunteer

Awards & recognition

  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021-2022
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work, 2021