Advisor profile


What you can expect when you work with me

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.

Get started
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Investment Management

Qualifications

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

Education

  • BS, Business Administration, Black Hills State University Spearfish, SD
  • MBA, Business Administration, Minnesota School of Business, Richfield, MN

Previous experience

  • Financial Advisor, Waddell & Reed, Sioux Falls, SD, 2016-2018

Community participation

I am an active member with the Sioux Falls Area Chamber of Commerce. I believe it is important to be a part of an organization of business owners and people who continue to make our city better as it grows.

I volunteer with the Genesis Mentoring Program through the Community Outreach Center as a mentor. I believe that all people deserve to be provided with equal education and opportunity for financial success.

I volunteer as a board member for 100 Men Who Care, a micro-philanthropic group where each man commits to giving $100 per event to charitable organizations in our community.

Interests

I enjoy these outdoor activities with my family:

  • Camping
  • Golfing
  • Fishing
  • Motorcycle Touring and Travel

As well as:

  • Professional Networking
  • Community Volunteering