Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

  • Spending time with my wife and daughters. Movie night on Fridays.
  • Love to play golf. Had a hole in one on October 22, 1992.
  • I enjoy cooking for my family and friends. Ask me about my New York Style Cheesecake recipe!
  • I enjoy wine and in fact do some wine events for clients each year. Watch for an update on my website.

Community participation

Member of the Minot Kiwanis Club since 1990. Watch for our 55th Annual Pancake Day in September.

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