Advisor profile


My approach

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
  • Retirement Income Strategies
  • Investment Management
  • Small Business
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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

Education

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

Interests

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.

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