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 Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Charitable Giving


  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • BFA™ Behavioral Financial Advisor
  • CLTC® Certified Long Term Care
  • Series 7 License
  • Series 66 License


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

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

Professional associations

  • North Dakota CPA Society

Community participation

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


Spending time with family and friends.

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