Experience Makes all the difference

I began my career in one of the equity market’s most tumultuous months on record—and since 1994, I have guided clients through multiple recessions and 10 or so market corrections.

With my clients, I emphasize asset allocation, total portfolio management, retirement income planning, tax shelters and municipal bonds, and estate planning. I am FINRA-registered and hold Series 7, 65 and 63 securities licenses and licenses for life insurance. I manage approximately $173 million in assets for institutions and individuals.

Prior to becoming a financial advisor, I was a loan officer and assistant branch manager for a commercial bank in Wayzata, MN.

I graduated Cum Laude with a bachelor of arts in business administration-finance from Minot State University. I am originally from Minot, North Dakota and am married and we have one son. 

I am a high school ministry leader at my church and a Children’s leader at Bible Study Fellowship.I have been a past national vice president and state president for the Junior Chamber/Jaycees.

Registered States:

AR, AZ, CA, CO, DE, FL, IA, KS, KY, MN, MO, MT, NC, ND, NM, NY, PA, SD, TN, TX, UT, VA, WA, WI