Advisor profile

What you can expect when you work with me

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.

Get started

Areas of focus

  • Business Retirement Plans
  • Charitable Giving
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Insurance
  • Estate Planning Strategies
  • Saving for Education

Education

  • Bachelor in Entrepreneurial Studies, Grand Canyon University, Phoenix, AZ, 2023 & Minor in Finance & Economics, Grand Canyon University, Phoenix, AZ, 2023

Awards & recognition

  • Surety Wealth Group, Ameriprise Client Experience Award, 2023

Community participation

Youth Ministries - Volunteer at Triumph Lutheran Church

Member of Young Professionals Network, Fargo - Moorhead Chamber of Commerce

Interests

In my free time, I enjoy spending time with family and friends. I also enjoy going to the lake, sports, and travel.