I founded Threshold Financial in 2025 because so many of life’s most important moments happen at a threshold—stepping into retirement, navigating career changes, planning for family, or leaving a legacy. I wanted a name that reflects both transition and welcome: the crossing point where clarity and confidence replace uncertainty. Threshold also speaks to the standards we uphold—integrity, excellence, and care—as we guide clients toward purposeful financial decisions that align with their deepest values.

At the center of all I do is a focus on your purpose, not just your money. What do you want these dollars to accomplish? This simple but profound question drives every conversation and action, ensuring your financial strategy reflects not only numbers, but the life and legacy you want to build.

• BA: Biblical Studies, Covenant College, 2003
• MBA: University of Georgia, Terry College of Business, 2012​
• BFA™ (Behavioral Financial Advisor): Since 2021. Specialized training that combines traditional finance with psychology, enabling a deeper understanding of clients’ financial behaviors.
• MDRT (Million Dollar Round Table): Since 2023. An international association recognizing the top professionals in financial services, representing the highest standards of ethics, knowledge, and client care. Membership reflects exceptional performance and a commitment to putting clients’ needs first.
• FIC (Fraternal Insurance Counselor): Since 2025. Professional designation focused on life insurance, annuities, and retirement planning strategies within a fraternal benefit system, emphasizing ethical guidance, client advocacy, and community-minded service.

• FINRA Series 7: General Securities Representative License
• FINRA Series 66: Uniform Combined State Law License
• Life & Health Insurance License
• FINRA SIE: Securities Industry Essentials

I've coached at my local CrossFit gym for the past decade. I see so many parallels between physical discipline and financial planning: both demand consistent, intentional action over time in order to achieve meaningful results. Just as fitness isn’t built in a day, a solid financial plan grows from steady habits, small course corrections, and the commitment to keep showing up.

My family and I worship at CrossRoads Church in Fergus Falls on a weekly basis. I enjoy singing on the Worship Team, and my wife loves serving behind the scenes on the Events Committee. Our involvement here is both a joy and an anchor point for our family’s faith and community life.

I’m also passionate about supporting our local pregnancy center, Health Resources. Their work of walking alongside women and families with compassion and practical resources is one I’m honored to champion both personally and professionally.

I serve as the director of our local AWANA children’s ministry. Each week I help guide 70 volunteers as we teach and mentor 120 kids, focusing on Scripture and cultivating a love for God’s Word. It’s a role that blends leadership with service—providing direction, support volunteers, and investing in the spiritual formation of the next generation.