Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
6
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
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • BS, Accountancy - Arizona State University, W.P. Carey School of Business, 2017

Awards & recognition

  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021 - 2023
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2023
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Community participation

I volunteer monthly at Ministry on the Margins in Bismarck, ND to help our local homeless community. Ministry on the Margins gives our homeless a warm place to stay in the mornings while we serve them coffee, breakfast and donuts. They are also able to access a full food pantry for groceries and clothing donated by the community. I became involved in this organization because they are a Christian worship based organization and because they do an incredible job to help people get back on their feet.

  • Ministry on the Margins
  • Bismarck Lions Club
  • Dream Center

Interests

Like many in ND I love to spend time outdoors, enjoying the beautiful scenery of the Missouri River or nearby lakes with friends and family. I recently bought a mountain bike and am looking forward to traveling to MT and MN to hike and bike.

Basketball is a passion of mine. Currently, I play on a men’s league team and have coached boys' basketball at Century High School. I still love to go to their games to cheer them on.

I have a personal mission to educate our community about Type 1Diabetes, as I am a diabetic myself. By being active with Lions Club, which focuses on diabetes advocacy, I hope to raise awareness and funds for the cause.