About
After starting my practice in Wisconsin with Edward Jones in 2008, it quickly became apparent the most rewarding part of my job is witnessing clients achieve their financial goals.
In 2012 I was offered the opportunity to relocate my branch to serve clients in and around Williston, ND. Upon moving to Williston, my wife, Heather, and I soon realized that Williston and the surrounding area is made up of the friendliest and most humble people we have met; we quickly knew we had moved to the right place.
When I am not at the office, I enjoy spending time with my wife and our French Bulldog, Louie, going to the ARC, fishing and just about anything to do with cars.
We all know that each of us has unique financial needs and goals. Knowing that, I take great pride in fully understanding each client's individual goals and partnering with them to help organize, build, protect and transfer their wealth. Our clients are serious long-term investors that value working in a partnership and appreciate face-to-face meetings.