My childhood was spent on our family farm/ranch near Woodworth, ND. After graduating from college in 2001, I worked in the banking industry for three years. During that time, I developed a passion for investments and knew I wanted a career that would allow me to pursue that path. Both in farming and in finance, the end result does not happen without a good strategy and proper execution. So, I began to explore my options. The personalized care and attention given to each client is what drew me to Edward Jones.

As an Edward Jones financial advisor, it is that well-thought-out strategy and discipline that I have strived to achieve for my clients for over 18 years. The one-on-one approach allows me to fully understand what is important to you and develop a strategy that matches your individual needs. I don't just want to be known as your financial advisor. I want to build a relationship with my clients, understand their needs and dreams, and help to make them a reality.

Our Branch Team consists of Kelly McLeod and Jason Barta. My Senior Branch Office Administrator, Kelly, has been with me since 2008, and in the industry since 2000. Jason joined our team in 2022 as a Registered Branch Associate and has been in the industry since 2017.

On days away from the office, my wife, Danielle, and I stay busy traveling and raising our three boys, Clay, Kyle and Drew. I have always had a passion for sports and hunting, and my children share the same love of the outdoors. I am very dedicated to my career, but I know it is important to be able to get away and do things we love. Whether it is a day spent at the baseball field, the lake or hunting, I realize the importance of those experiences. Watching my clients enjoy their financial freedom to make their dreams a reality is something I take great pride in.

If you are looking to build a financial strategy, would enjoy meeting face-to-face and understand the benefit of a financial relationship, I invite you to give us a call today. It is never too early or too late to develop or review your financial strategy.

I have been selected for Forbes Best-in-State Wealth Advisors for the second year in a row.*

*Forbes Best-In-State Wealth Advisors in North Dakota in 2022 and 2023, awarded 1st quarter each year, research by Shook Research, data as of June of prior year. Compensation provided for using, not obtaining the rating.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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