Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies
  • Social Security Retirement Benefits
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • B.A., University Studies - Minnesotata State University Moorhead, 2006

Interests

  • Family First - I'm an adoring dad to my daughter Taylor - currently an RN at the VA in Fargo
  • Fun-loving uncle to four nieces and two "sturdy" nephews
  • I enjoy playing golf and spending time dining out or going to the movies with my daughter
  • I enjoy learning about new disruptive technologies and companies and what kind of investment opportunities they may present
  • I'm a history buff, and relax by reading biographies of people that have helped shape our world