- Direct 701-795-4555
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: Brokerage Services; Personal Financial Planning; Retirement Planning; Small Business Retirement Planning
My credentials: Series 7, 63 and 66 Securities Licenses; B.S. Business Administration, Valley City State University
3100 South Columbia Road, Grand Forks, North Dakota 58201
Grand Forks North
921 North Washington Street, Grand Forks, North Dakota 58203
202 West Johnson Avenue, Warren, Minnesota 56762