Building Your Future—Together
I partner with young families and pre-retirees to build strong financial foundations and create plans for a confident future. My services include insurance protection, retirement and financial planning, investment guidance, and tax strategies—each customized to fit your unique goals and values. I enjoy helping clients at different stages—whether it’s getting comfortable with managing money early in their family’s journey or preparing thoughtfully for retirement. With a background in education, my approach is all about building relationships and making sure you truly understand your plan. Whether we’re managing today’s budget or planning your legacy, I’m here to break down the complexities and guide you through every step of the journey.
Proudly serving the Upper Midwest
I’m proud to serve the Upper Midwest, helping individuals and families navigate their financial journeys with confidence. This region is built on hard work, strong values, and a deep sense of community—qualities that inspire me every day. It’s an honor to work with people here, offering personalized financial guidance that aligns with their unique goals and helps build a secure future. Whether we connect in person or virtually, I’m committed to providing support and clarity no matter where you are.
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Location
Grand Forks Office
- Phone:
- 701-620-3839