505 2nd Avenue North
Fargo, ND 58102
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It is my pleasure to serve the financial needs of people in the Fargo, Moorhead, Wahpeton, Lisbon, Valley City, Jamestown, and Aberdeen areas. I started in the financial services industry in 1995 and became a Wealth Management Advisor in 2002. I hold a Bachelor of Arts degree in business from the University of Jamestown.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time serving as a Deacon and a Sunday school teacher at my church, and in my free time, I enjoy spending time with my family, watching my son play hockey and watching my daughter compete in gymnastics.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office505 2nd Avenue North
Fargo, ND 58102
Secondary Office3225 25th St. Sw
Fargo, ND 58104
Secondary Office320 South 1st Street
Aberdeen, SD 57401
Secondary Office3802 13th Avenue South
Fargo, ND 58103
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.