I became a financial advisor in 2020 with a passion for helping individuals and families navigate their financial futures. My expertise lies in retirement planning, where I help clients leverage multiple income sources, including Social Security, investments, and pensions, to create a seamless transition and allow clients to worry about things that matter.
Many of my clients are educators and other public employees who face important decisions regarding their pension plans. I take pride in helping them understand their options, maximize their benefits, and create a financial strategy that aligns with their long-term goals.
In addition to my financial career, I have nearly a decade of service in the North Dakota National Guard, where I currently serve as a Drill Sergeant in Fargo and as a member of the state rappel master team. My military experience has reinforced the importance of clear, effective communication and building trust—whether leading soldiers or guiding clients through critical financial decisions, I ensure that complex information is delivered in a straightforward, transparent manner, so my clients feel confident and informed every step of the way.
I live in Moorhead, MN, with my wife and our two young daughters. Outside of work, I enjoy fitness, working on our home, and, most of all, being a husband and father.