Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 66 License
  • Series 7 License
  • Life, Health, and Annuities

Education

  • Bachelor's of Science, Business Administration, North Dakota State University, Fargo ND

Awards & recognition

  • Legacy Financial Partners, Ameriprise Client Experience Award, 2021
  • Legacy Financial Partners, Barron’s Top 100 Private Wealth Management Teams, 2021-2022

Community participation

North Dakota Air National Guard: 1986-2010

Fargo Youth Hockey Board Member: 2010-2020

Interests

Outside of work, I enjoy spending time with my family and participating in hockey, soccer, baseball, and golf. During the summer months, we take in lake life as much as possible.