For the past 15 years, I have been working with families, professionals and business owners, investing my time and energy into truly understanding their needs and helping them realize their financial goals.

In 2019, I was honored to have been chosen by my peers to receive Edward Jones' exclusive Spirit of Caring Award designed to recognize those who exemplify the values, culture and spirit of giving back. I was one of only 295 financial advisors out of 19,000 to receive that award.

I focus on planning for retirement and income planning. Are you retiring soon or already retired? Let's work together to create an income strategy for you. Maybe you are receiving an inheritance. Perhaps you need help reducing taxes. We also can help you prepare for the unexpected with life and long-term care insurance. Many high net worth clients have complex needs, so we will work in collaboration with your other trusted advisors, like your CPA and attorney to accomplish what is in your best interest. I hold the Accredited Asset Management Specialist™ (AAMS®) designation*. I hold the series 7, 63 and 66 registrations.

We serve clients all across the U.S. My Senior Branch Office Administrator, Jennifer Sparr, is dedicated to providing you with the highest level of customer service.

I grew up in New York City and met my wife, Lisa, while attending college in South Dakota. We have been married for 32 years and we have two adult daughters.

I earned a Bachelor of Arts degree from Augustana University in Sioux Falls and my previous employment was with Procter and Gamble Pharmaceuticals and Gateway Computers.

Outside of work, I enjoy reading, writing, traveling and sports, plus spending time with my family.

How can we help you?

*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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