Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Estate Planning Strategies
  • Social Security Retirement Benefits
13
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

  • I enjoy traveling with my daughter and either exploring new places or lounging by a pool somewhere.
  • I attempt to golf at least twice a week (weather permitting), and I don't do this activity very well.
  • Cheering on the 5x national champion NDSU Bison football team has become a standard yearly practice.
  • Vikings Football has been a family tradition of ours. Missed field goals have also become an unfortunate tradition as well.
  • Attending and watching basketball at all levels is something that I love! You can't beat March Madness.

Community participation