I've come to realize in my time in this business that it takes three critical ingredients for people to effectively manage their own financial affairs: time, knowledge and desire. If you, like most of my clients, are lacking even one of these elements, you have come to the right place.

Using our established, five-step process, I partner with clients who desire professional guidance with a customized strategy designed to help achieve your unique goals in a tax-efficient manner. Once your strategy is in place, I partner with you and your other trusted professionals such as your CPA and attorney, maintaining open communication and meeting with you regularly to help keep you on track. In order to better serve my clients, I have earned the Chartered Retirement Planning Counselor™ designation.

My passion to guide clients in achieving their goals is not done in isolation. Not only am I supported by the vast resources of Edward Jones, I am also supported by Paige Stallard, my Branch Office Administrator, who provides my clients with the highest level of service possible.

When I'm not in the office doing the work that I love, I am active in the civic and community affairs of the Grand Forks community that I have called home since 2000. These organizations include The Chamber of Grand Forks/East Grand Forks, the Grand Forks Downtown Development Association and the Grand Forks Builders and Traders Exchange. I am also a member of the University of North Dakota Champions Club and Calvary Lutheran Church.

Personally, I am married to my beautiful wife, Krista, and together we have one daughter. In my free time, I enjoy cheering on UND Athletics, fishing, hunting and spending time at the lake with my family.

If you value the feeling of being understood, demand a high level of trust and ethical conduct, and expect tailored advice with understandable fees from your financial advisor relationship, then I invite you to call my office to learn how I might be of service to you.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Divorce Finances
  • Employee Stock Options
  • Military Professionals & Veterans
  • Retirement Savings Strategies

My Personal Interests

  • Fishing
  • Hockey
  • Hunting
  • Spending Time with Family
  • Technology

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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