With more than 25 years of experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money.

Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.

I received my bachelor's degree in finance from Moorhead State University and hold my Uniform Investment Adviser Law Examination.

I am an active board member with Teen Challenge and Pulse Outreach, and I have taught investment education at Bismarck State College. Missionary work in the Dominican Republic and the Kids Alive program have become annual activities.

I have been on Forbes Top 250 Wealth Advisors for the second year in a row.* This is a great honor as the only Edward Jones financial advisor to have been ranked at 125 in 2021 and 107 in 2022. I have been named to Barron's "America's Top 1,200 Financial Advisors" as North Dakota's #1 Overall Financial Advisor for 11 of the last 12 years.** I have been featured in various Barron's publications on multiple occasions. I was named on the Forbes Best in State, a first for a financial advisor in North Dakota.*** As a general partner of the firm, I am proud to be able to help shape the future of the firm and how to deeply serve our clients.

My wife, Kree, and I have four children: daughters Maddie, Emma and Olivia, and son Salvador.

*Forbes 250 Top Wealth Advisors from 2021-2022, awarded in August each year, research by Shook Research, data as of March of prior year. Compensation provided for using, not obtaining the rating.
**Barron's Top 1200 Financial Advisors from 2011-2023 awarded February or March each year, data as of September of prior year. Compensation provided for using, not obtaining the rating.
***Forbes Best-In-State Wealth Advisors in North Dakota in 2021 and 2022, 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

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Outdoor Enthusiast
  • Health & Nutrition
  • Auto Racing

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 - 03:00PM
Sat Closed
Sun Closed

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