Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
15
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
  • Estate Planning Strategies
  • Family Finances
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CKA® Certified Kingdom Advisor®
  • CEPA® Certified Exit Planning Advisor®
  • CSRIC® Chartered SRI Counselor
  • 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

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022-2024
  • TruStone Wealth Management, Ameriprise Client Experience Award, 2021-2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Community participation

  • I am involved in and worship at Trinity Free Lutheran Church (Grand Forks, ND)

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, four kids, 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.