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
18
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
  • Family Finances
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Tax Planning Strategies
  • Investments
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA Business Administration & Organizational Communication, Concordia College, Moorhead, MN 1997

Awards & recognition

  • TruStone Wealth Management, Ameriprise Client Experience Award, 2021-2022

Community participation

Polar Communications – Board Member, Chairman

North Dakota Telephone Company – Board Member, Secretary/Treasurer

  • Polar Communications
  • North Dakota Telephone Company