Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Insurance
13
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