My commitment to you

Personal Service

I will offer you unbiased financial advice based solely on your financial situation. Your interests come first. By serving them well we can both succeed.

Financial Review

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 is designed to fit your objectives.

Client Meetings

We’ll meet at least annually to review and adapt your portfolio to confirm that we are on track to pursue your investment goals.

Helpful Recommendations

My recommendations will be consistent with your financial circumstances, risk tolerance, and long-term goals.

My areas of expertise

• Brokerage Services
• Retirement Planning
• Portfolio Analysis and Design
• Tax Efficient Investment Strategies

My credentials

• Series 7 Securities License
• Life Insurance License
• Graduate, University of North Dakota

Personal

• Volunteer Firefighter
• Detroit Lakes Noon Rotary International

Please note: Confidential information should not be shared via the email link(s) provided on this page.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.