When I was 12, I attended an investment club meeting with my dad and had my first experience of investing and managing money. It was that first taste of the finance world that sparked my interest, helped guide me in my education and has become my life’s passion.

My job as a financial advisor with Edward Jones is to help you manage your entire financial picture. I work with individuals and business owners who are looking to organize, build, protect and transfer wealth.

I grew up in rural North Dakota in the farming community, Gackle. My two brothers still farm west of Gackle. It is this connection to agriculture that has been instrumental in developing one of my areas of focus, working with farm families, specifically in the areas of tax-saving strategies and transition planning.

My wife, Jessi, and I are raising our three children: Riley, Max and Josie. Being a father for the past 18 years has given me a new perspective in how I think about things, like saving for college, protecting the financial future of the ones we care about most and developing strategies to achieve our financial goals and live life to its fullest. For me, this includes being an active member in our church, coaching children's activities, spending time at the lake with family and attending as many sporting events as possible at my alma mater, North Dakota State University.

Registered Branch Associate Shanna Bergh has been in my office since 2014. She grew up on a dairy farm in central Minnesota and attended UND. She has two children with her husband, Ryan, who serves in the military.

Office administrator Tanya Alexander has been with us since 2016. Tanya grew up on a farm near Dwight, ND and attended Jamestown College. She has two children with her husband, Greg, who works in Ag.

I am committed to partnering with you to identify your financial goals, and I will work hard to help you stay on track and achieve them – all while providing you the best in client service.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Community Outreach
  • Coaching Sports
  • Sports Enthusiast
  • Skiing
  • Scuba Diving

Office Information

Office Hours

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

Branch Team

Email Me

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