I grew up in North Dakota as the youngest of five children where I learned small-town values and work ethic. I've leveraged that spirit into a successful practice with 15 years of industry experience in helping clients reach their goals. I'm happy to say that my business is more than just a job – it's an opportunity for me to make a difference in the lives of families and businesses in our community.

I want to understand what's most important to you so that we can use an established process to create a personalized strategy to reach your goals. My branch office administrator, Lynn Gilligan, and I want to partner with you throughout your life to help keep you on track. Let us worry about your financial matters so you can be confident in the financial decisions we've made together. We work with individuals, families, successful professionals, business owners and people with complex needs.

I graduated from the University of North Dakota with a BS in business and public administration. I have continued to learn and grow and have earned the CRPC™ and AAMS™ designations and the CFP® certification.

When not at work, I enjoy spending time with my family and a multitude of outdoor activities. Our two children are active in hockey, dance and baseball. These activities keep my wife, Kirsti, and me constantly on the go, and we wouldn't have it any other way!

I would love the opportunity to invest some time to find out what's most important to you and how I can help you reach your goals and fulfill your hopes and dreams.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • College Savings
  • Divorce Finances

My Personal Interests

  • Aviation
  • Hockey
  • Golfing
  • Fishing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 06:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need 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 quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More