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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

  • Bachelor of Computer Science and Mathematics, University of North Dakota, 2004

Interests

I am grateful to have been raised on our family farm and still be connected to it. Currently, I’m studying for my pilot’s license and am looking forward to one day, flying with my son. During free time, my family and I, enjoy motocross, snowmobiling, and attending my son’s sporting activities. I am thankful to have a career as a financial advisor and find it rewarding work!