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

Areas of focus

  • Investment Management
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investments
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Intergenerational Planning

Education

  • Bachelor of Science in Economics, North Dakota State University, 2016

Interests

I like to spend my free time enjoying Minnesota's many outdoor activities including fishing, hiking, and camping. I have also taken up the task of learning how to snowboard during the winter months.

Besides the time spent in Minnesota's outdoors I also enjoy traveling with my destinations often including stops to see distant relatives and friends.

As a graduate of North Dakota State University I enjoy cheering on NDSU whenever their teams are competing, go Bison!

I am extremely grateful to be able to spend time doing these activities with my family as well as my new fianc�, Kaycee. Together they keep my life full of love and excitement.