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
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
  • Retirement Income Strategies
  • Investment Management
  • Small Business
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies


  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health


  • B.A., Economics - University of St. Thomas, 1995

Community participation

Here are some of the community organizations in which I am involved:

Brandon Valley High School - Boys Varsity Soccer, Head Coach

Brandon Valley Area Chamber of Commerce - Member and past Board Member

Rocky Mountain Elk Foundation - Brandon Chapter Committee Member


I love playing and watching soccer and coaching youth soccer. I like to enjoy the outdoors through hunting, fishing, camping, hiking, and skiing. My family is very important to me and I enjoy doing these activities with my wife - Beth, children - Ashley and Tyler, and dog - Baxter.