After starting my practice in Wisconsin with Edward Jones in 2008, it quickly became apparent the most rewarding part of my job is witnessing clients achieve their financial goals.

In 2012, I was offered the opportunity to relocate my branch to serve clients in and around Williston, ND. Upon moving to Williston, my wife, Heather, and I soon realized that Williston and the surrounding area is made up of the friendliest and most humble people we have met; we quickly knew we had moved to the right place.

Throughout the years my leadership roles have evolved. I have served in several leadership capacities in both Wisconsin and North Dakota. I am currently serving as Regional Leader, overseeing 60-plus branch teams across North Dakota and eastern Montana. In 2021, I was named an Edward Jones principal. In 2022 and 2023, I was named among the Forbes Best-in-State Wealth Advisors ranking. [2022 and 2023 Forbes Best-in-State Wealth Advisors for North Dakota, awarded April first quarter of each year, research by SHOOK Research, LLC. Data as of June of prior year. Compensation provided for using, not obtaining, the rating.]

When I am not at the office, I enjoy spending time with my wife, Heather, and our French Bulldogs, Louie and Norma. I also enjoy travelling, fitness and just about anything to do with cars.

We all know that each of us has unique financial needs and goals. Knowing that, I take great pride in fully understanding each client's individual goals and partnering with them to help organize, build, protect and transfer their wealth. Our clients are serious long-term investors that value working in a partnership to help achieve their financial goals.