Advisor profile


My approach

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
  • Estate Planning Strategies
  • Family Finances
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Insurance
11
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
  • Series 66
  • Life, Accident and Health

Education

  • BS, Math Education - North Dakota State University, 2006
  • Diploma in General Bible, Association Free Lutheran Bible School, Plymouth, MN 2002

Interests

  • I enjoy staying active and this has included different activities and running with friends and family. My wife and I have done a number of half-marathons and 5Ks together. I also participate in a golf league at our local golf course and basketball in the winter.
  • I also love spending time with my wife, 3 kids (Graeham, Syneva and Logan), family and friends. My faith and values are extremely important to me and I feel that relationships are one of the most valuable things we can have.

Community participation

  • I am involved in and worship at Trinity Free Lutheran Church (Grand Forks, ND)

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019