Financial Advisor
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I am a seasoned financial advisor dedicated to helping individuals and families navigate their financial journeys with confidence and clarity. During my time as an advisor, I've had the privilege to assist clients in achieving their financial goals, whether it's planning for retirement, investing wisely, or securing their financial future.
My approach to financial advising is rooted in personalized
strategies tailored to each client's unique circumstances and aspirations. I believe in building long-term relationships based on trust, integrity, and transparency, ensuring that my clients feel empowered and informed every step of the way.
I'm passionate about educating my clients and empowering them to
make well-informed financial decisions that align with their goals and values. Whether you're just starting your financial journey or seeking to optimize your existing portfolio, I'm here to provide guidance, support, and expertise.
Let's embark on this financial journey together and unlock the
possibilities for your financial future. Get in touch, and let's start planning for what matters most to you.
- Masters of Mathematics, University of North Dakota
- Bachelors of Mathematics, University of North Dakota
- CERTIFIED FINANCIAL PLANNER®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Illinois
- Minnesota
- Montana
- North Dakota
Insights
Office location
Devils Lake Location
11 College Drive N Suite C
Devils Lake, ND 58301
Phone701-662-2975HoursDevils Lake, ND 58301
M – Th: 9 a.m. – 4 p.m., Fridays by Appointment
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.