Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Social Security Retirement Benefits
  • 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
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • B.A., Business Administration, Minot State College, Minot, ND

Interests

  • Wife - Gerry, 3 children, 6 grandchildren
  • Enjoy spending time with family, Bison football, and golfing.

Community participation

  • Sts. Anne and Joachim Catholic Church, Fargo, ND
  • Knights of Columbus
  • Volunteer for Habitat for Humanity
  • Volunteer at Great Plains Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2015

Previous experience

  • District Manager, Nash Finch Company, 1993-1999, Fargo, ND