Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
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
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • M.S., Music Education, 1992, St. Cloud State University, St. Cloud, MN
  • B.S., Music Education, 1980, St. Cloud State University, St. Cloud, MN

Awards & recognition

  • Five Star Wealth Manager, 2023
  • Proviant Group Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025

Professional associations

  • Certified Financial Planner Board of Standards, Inc.

Our Name

Proviant is a combination of the words “proactive” and “viante”.

Pro(active):

We take a passionate, proactive stance on planning as a means to help you prepare for your future. We believe it is the only way to be fully prepared, so there can be fewer surprises in the end.

Viant(e):

“Viante”, from the word “via”, means traveling through in route to a destination. The destination at hand here is your financial future. As your financial advisors, we will guide you in your journey to reaching your financial goals.

Community participation

Interests

I enjoy spending time with family and friends, traveling, music, and a variety of sports.