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
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, North Dakota State University - 1978

Awards & recognition

  • TruStone Wealth Management, Ameriprise Client Experience Award, 2021

Honored to receive recognition

All of us at TruStone Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire TruStone Wealth Management team and the great experience we work so hard to provide for our clients every day.

Community participation

Member of:

  • Grand Forks, ND Rotary Club
  • Grand Forks, ND Chamber of Commerce

Interests

Outside the office, I enjoy spending time with my family at our lake home near Walker, MN, riding my Harley in the summer, and hunting in the fall. I also enjoy watching high school sports teams and following the professional sports seasons.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.