My Approach

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With my experience helping small business owners with ongoing advice, I help my clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Interests

I enjoy these outdoor activities with my family:

  • Camping
  • Golfing
  • Fishing
  • Motorcycle Touring and Travel

As well as:

  • Professional Networking
  • Community Volunteering

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.

Areas of Focus

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

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
  • Operations Supervisor, Polaris Industries, Vermillion, SD, 2011-2015
  • Supervisor, Hendrickson Int'l, Mitchell, SD, 2007-2011
  • Supervisor, Falcon Plastics, Madison, SD, 2006-2007
  • Supervisor, Global Polymer, Arlington, SD, 2004-2006

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