Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
20
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
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®
  • Series 7 License
  • Series 66 License

Education

  • Bachelor of Accountancy University of North Dakota 1999

Interests

There are many things I enjoy- friends and fellowship, good food, sunny weather, taking in my children's sports and school activities, microbrews, traveling, financial markets theory, great movies and outdoor activities. My clients are a huge part of my life, and I cannot begin to tell you how much I enjoy working with them!

Most of all, I love my daughters Skylar, Gabriella, and Lylianah, my son Oliver, and wife Jennifer.

Community participation

  • Century HS Basketball Boosters - Board Member
  • Good Shepherd Lutheran Church Sunday School Teacher Past Board & Endowment Council Member
  • Youth Basketball, Football, Softball, Baseball, & Hockey Coach - YMCA & Bismarck Park & Rec
  • Bismarck-Mandan Junior Achievement - Volunteer & Ethics Day Table Leader
  • Jump Start Real World Camp Volunteer
  • Leadership Bismarck-Mandan Alumni Assoc. - Member & Past Board Member
  • Bismarck-Mandan Chamber Local Issues Committee - Board Member
  • Junior Achievement Upper Midwest - Board Member
  • Century HS Softball Booster - Board Member

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2019
  • Barron’s Top 1,200 Financial Advisors, 2018-2020
  • Financial Times 400 Top Financial Advisers, 2019-2020
  • Ameriprise Circle of Success, 2015-2019
  • Forbes Best-in-State Wealth Advisors, 2018, 2020