As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Knights of Columbus
- Rotary International
Fargo West Club
Fargo, ND - Metro Top Producers
Past President
Fargo, ND - Scoutmaster
Boy Scout Troop 111
Fargo, ND 58104 - Boy Scouts of America
District Committee Member
Adult Leader
Northern Lights Council - Chamber of Commerce of Fargo Moorhead
- 401k Rollovers
- Business Planning
- Corporate 529 Plans
- Endowments and Foundations
- Estate Planning
- Family Consulting
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Retirement Planning
- Wealth Management
- Qualified Retirement Plans
- Business Succession Planning
- Professional Portfolio Management
- Life Insurance
- Asset Management
- Certified Financial Planner, 2007
- Financial Planning Specialist Designation, 2003
Smith Barney - Bachelor of Arts Degree
Minnesota State University Moorhead
Moorhead, MN - Business Practice Management Graduate Program, 2001
Smith Barney - Portfolio Manager Designation, 2000
Smith Barney - Guided Portfolio Management Program, 1998
Smith Barney - Life, Disability, Long Term Care, Variable Life Insurance Licensed
- Series 65 - Investment Advisory Agent
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
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Founder of Boy Scout Troop 111
Fargo, ND - Presidentially-Appointed Student Advisor
Minnesota State University Moorhead - Published Author of Business and Investment Articles
- Dale Carnegie Award Recipient
- Dale Carnegie Group Training Leader
- Published and Award Winning Poet & Author of Short Stories
- Quoted in National and Regional Publications
- 1995
- Present: Morgan Stanley Smith Barney
Vice President
Certified Financial Planner
Portfolio Manager
Financial Planning Specialist
Fargo, ND - 1992
- 1995: Newman Advertising
Advertising Executive
Fargo, ND
Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
Are you being offered an early retirement package? Visit our Product & Service Materials link for the IRA Rollover Guide to Lump Sum Distributions.
New clients accepted by referral only.




