I began my career in financial services in the farm credit finance and banking industry. I obtained my Bachelor of Business Administration from the University of North Dakota and Master of Business Administration from the University of Phoenix. I currently hold the Series 7, 9, 10, 31, and 66 licenses. I have also been life/health insurance and annuity licensed since 1997.
I hold the firm’s internal, professional designation of Accredited Wealth Manager (AWM). By attaining the AWM designation, I have demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate and trust planning strategies. I have been featured in both national and local publications, including Registered Representative and Prairie Homes.
Outside of work, I enjoy spending time outdoors and with my children.
Professional Trustee services are offered to RBC Wealth Management (RBC Wealth Management) clients by RBC Trust Company (Delaware) Limited (RBC Trust) and Comerica Bank & Trust, N.A., who serve as trustee. RBC Wealth Management and RBC Trust are subsidiaries of Royal Bank of Canada (RBC) which operates under the brand name of RBC Financial Group. RBC Wealth Management and RBC Trust operate as separate affiliated entities and are wholly owned subsidiaries of Royal Bank of Canada. RBC Wealth Management will receive compensation in connection with offering these services. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.