Early in my career, a phone call with an experienced investor set the course for much of the work we support in partnership with our clients today. My grandfather's peace and calm, in the midst of one of our nation's most challenging financial crises, set the standard for the mindset and understanding we strive to cultivate in each of our working relationships. An unwavering commitment to quality and a focus on what's important to the client have proven to be timeless building blocks for helping clients achieve long-term financial goals.

Whether planning for retirement, considering tax efficiencies or assisting in wealth transfer, it has become our priority to find ways for the complex to be made simple. Our team remains focused on understanding what's important to you, adapting to your needs as they change, all the while delivering our services and support with the highest level of excellence.

Service at this level is a team effort. Mary Beth Kalenze joined our team in 2008 and has since become a limited partner of our firm. Shelly Corbett, a senior BOA, facilitates many of the processing needs required for the delivery of client solutions. I'm extremely grateful for the partnership and loyalty each of them demonstrates in our work with clients.

In addition to serving in our local branch since 2006, I’m honored to serve as regional leader for over 45 offices in eastern North Dakota and northwestern Minnesota.

While away from the office, I enjoy being active with my family; traveling, skiing, cycling and spending time at the lake. Heather sets the direction for our family in the areas of fun, health and wellness. Parenting Avi and Alia has been tremendously rewarding, as I learn as much from them as they do from me.

Each of the relationships we serve today began with an introduction. It would be our honor to meet you, or someone you know, with a readiness to listen to what's most important to you. Call our team to schedule your introductory visit today.

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Cycling
  • Skiing
  • Health & Nutrition

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 - 12:00PM
Sat Closed
Sun Closed

Branch Team

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