My branch team strives to provide the ideal client experience through a tailored approach. It begins with understanding goals and clarifying expectations. Working together, we can create solutions to help you attain what is important to you.

As a small business owner, I was CEO of HopperZ Inc, a freight brokerage company that specialized in dry bulk commodities as well as consulting for cost benefit analysis capital projects. With over 12 years of IT experience, I worked in all areas, from software engineering to project portfolio management.

I received my bachelor's degree in computer science and mathematics from UND's aerospace department and was a Certified Project Management Professional (PMP).

My hero is my Grandpa Don, who at 85 years old still loves to work on our family farm. I am grateful to also have a career I enjoy as a financial advisor. It's rewarding to build trust with clients and make a difference in their lives.

Call us today to schedule your initial no-obligation review.

Focus areas

Wealth Strategies Entrepreneurs & Business Owners Retirement Savings Strategies Estate & Legacy Strategies College Savings Military Professionals & Veterans

My Personal Interests

Aviation Farming Golfing Horseback Riding Ice Skating

Office Information

Office Address

300 W Century Avenue Suite A Bismarck, ND 58503

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

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