My mission is to add value to even the most knowledgeable investor through the support and guidance I provide. I help you identify your true needs and design a plan to help you pursue your goals. This plan helps you to create, preserve, and transfer your wealth in the most tax-efficient manner. We work with people to create a game plan and then develop strategies to ensure we are making progress towards those goals on an ongoing basis. I want to establish relationships that go far beyond the financial spectrum, so that I become a valued resource and make a difference in your life. Trust, integrity, experience and confidentiality are the cornerstones of my practice.
I've been in the financial services industry since 1992, and have been a financial advisor since 1998. I graduated with honors from South Dakota State University, with a B.S. degree in business economics and a minor in history. I continue to actively educate myself beyond my field's mandatory requirements through extensive reading and by attending educational events and investment symposiums across the nation. My interests include bicycle riding, fishing, hunting, boating, remodeling homes, we are active at our church and attending my children’s activities now drives much of our previous free time!