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
23
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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • 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

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2023
  • Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021 - 2023
  • Barron’s Top 1,200 Financial Advisors, 2018 - 2023
  • Legacy Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Prairie Business Leaders & Legacies Award, 2023
  • AdvisorHub Fast Growing Advisors to Watch, 2023
  • Forbes Best-in-State Wealth Advisors, 2018, 2020 - 2023
  • Ameriprise Chairman's Advisory Council, 2019 - 2023
  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021 - 2022
  • Ameriprise Circle of Success, 2016 - 2022
  • Financial Times 400 Top Financial Advisers, 2019 - 2020
  • Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Legacy Financial Partners has been named to the 2023 Barron’s Top 100 Private Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

  • UND FIN 470 Student Investment Fund II - Guest Lecturer
  • Good Shepherd Lutheran Church - Confirmation Leader Past Board & Endowment Council Member
  • Leadership Bismarck-Mandan Alumni Association - Member & Past Board Member
  • Century High School Softball Booster - Board Member

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, my wife Jennifer, and grandchildren Isla and Jay.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.