Advisor profile


My approach

I care about what’s important to you

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
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Charitable Giving
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • Series 7 License
  • Series 66 License

Education

  • Master of Business Administration University of North Dakota 2007
  • Bachelor of Business Administration University of North Dakota 1996

Interests

Spending time with family and friends.

Hobbies include playing golf, fishing, and other sporting activities.

Community participation

  • Bismarck Mandan Convention & Visitors Bureau - Board Member
  • Riverwood Men's Golf Assoc - Member & Past Board Member

Professional associations

  • North Dakota CPA Society