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 Income Strategies
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Investments
  • Insurance


  • Series 7: General Securities Representative Examination:
  • Series 63: Uniform Securities Agent State Law license
  • Long-Term Care, Life/Health Insurance license. Variable Life & Annuity license.


  • College for Financial Planning
  • B.A. Finance - Minot State University 1988


"My family and I enjoy living in the country."

"My wife and I are busy with our 5 young children."

"I find time for gardening and yardwork ."