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
20
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
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Small Business

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Five Star Wealth Manager, 2012, 2015-2022, 2024

Interests

My biggest interests are faith and family. I enjoy spending time with my wife Josie (colleague), my daughter Andrea (A Freshman at UND studying Commercial Aviation) and my son Calvin (Sophomore soccer player at Prior Lake High School). I love the outdoors, and spend a lot of my free time doing yard work, chopping and splitting wood on our wooded lot, and building/tinkering in our garage with classic cars. I also love to golf in the summer and ski in the winter, although don't find as much time for those hobbies.