- Direct 701-492-2691
As an independent financial advisor, I can offer you a personalized financial plan,instead of a generic investment program. Through Raymond James, one of the largest and most respected independent financial services firms in the country, I have access to a vast universe of investment and planning resources. I can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.
I will offer you unbiased financial advice based solely on your financial situation. Your interests come first and by serving them well we can both succeed. I begin each client relationship with a personal financial review. I will take the time to fully understand your personal circumstances and meticulously tailor a long-term plan that fits your objectives. We’ll meet at least annually to monitor and adapt your portfolio to confirm that we are on track with meeting your investment goals. My recommendations will be consistent with your financial circumstances, risk tolerance, and long-term goals.
My areas of expertise: Retirement Planning; Wealth Management; Business Retirement Planning
My credentials: Series 7, 63 and 65 Securities Licenses; Life and Health Insurance Licenses; Over 10 years of financial services industry experience; Graduate, Jamestown College
1444 45th Street South, Fargo, North Dakota 58103
11 Langer Avenue North, Casselton, North Dakota 58012
622 Main Street, Lisbon, North Dakota 58054
3131 South Frontage Road, Moorhead, Minnesota 56560