Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies

Qualifications

  • Series 7TO - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.S., Business Administration - Minnesota State University Moorhead, 2017

Community participation

  • We collect school supplies for our local United Way that will be given out to families in need this school year and our team will help pack and organize the supplies.
  • We supported our local Make-A-Wish Foundation North Dakota Chapter this spring for their "Wine and Wishes" fundraising event as they raised money to carry out their mission to "Create life-changing wishes for children with critical illnesses."
  • My wife and I are actively involved at Ignite Church in Moorhead where we enjoy volunteering and participating in other community service events.

Interests

Whether it's summer, fall, winter or spring, I am looking for ways to enjoy the outdoors.
I enjoy hunting (my wife and I have a Red Pointing Lab, Mac, who helps me with that!), ice fishing, snowmobiling with my in-laws, looking for trails to ride ATVs on and just anchoring on the lake with friends and family taking in the sunshine.

My two brothers are in the military and with one on the East Coast, one on the West Coast and me right in the middle of the country, most of our vacations revolve around getting out to visit them whenever the opportunity presents itself.

Having played football at MSUM, I also enjoy keeping up with the Dragons!