I believe an effective wealth management involves the coordinated efforts of multiple professionals. Our highly experienced staff members are here to see all of your financial affairs are working towards the same goal.
Qualifications
I attended the University of North Dakota and graduated with a bachelor's degree in banking and financial economics, entering the financial industry in 1998. In 2007 I made the decision to join RBC Wealth Management to better serve my clients and their needs. I focus on developing custom strategies designed to help provide clear solutions for retirement planning concerns, investment management risk, risk management (insurance), and financial life balance. I also incorporates advanced investment strategies and estate planning services when necessary.
Personal
Originally from North Dakota, I moved to California in 1998. In 2003 I relocated to Arizona with my wife and our two daughters. I enjoy being active with my family within our community, school activities and volunteering for Brain Cancer Awareness. My interests outside of work include hunting, boating, marathons and collectible automobiles.
