
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreGrowing up in Wishek, ND my parents taught me the value of hard work. I had several different jobs growing up including mowing lawns, helping at a nursing home and pumping gas at a local service station. It wasn't until my uncle introduced me to investing that I realized I could make my money work for me and not the other way around.
Helping clients prepare for their future and partnering with them to achieve those goals is my passion. I use an established process to build a tailored solution for each client's unique situation. The process starts by getting to know each client's goals and comfort with risk. Next, we develop personalized recommendations for each client. Finally, we partner together with our clients to help them stay on track to achieve their goals over the rest of their lives.
My career in finance started in college working for an attorney that specialized in personal bankruptcies. This experience taught me valuable lessons about the dangers of debt and the importance of having savings to deal with unfortunate life events. I then spent five years doing various types of lending ranging from personal loans to mortgages.
My career with Edward Jones as a financial advisor started in 2008. In order to better serve my clients, I have obtained the CFP® and AAMS® professional designations in 2010 and 2011. These certifications are awarded to individuals who meet the requirements for professionalism in financial services. In 2015, I became a limited partner with Edward Jones.
I graduated from the University of Mary in Bismarck, ND summa cum laude in 2003 with a bachelor's degree in business administration. I live in Jamestown with my wife, Katie, and our daughters, Anna and Emma.
Our office has two branch office administrators, Barb and Ashley. In addition, we have access to the resources of Edward Jones home office support. We are dedicated to providing you with the highest level of service.
Weekday | Availability |
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Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
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Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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