I really enjoy knowing that the work our company does provides financial clarity and comfort for our clients so they can spend their time living and not stressing about the future financial burdens of life.
In my role, I focus on providing exceptional home office support that allows our advisors to efficiently and effectively run their practices and improve their clients’ experience and outcomes. With more than eight years of experience in banking and RIA operations, my keen eye for the details keeps me constantly on the lookout for ways to do this.
I believe that growing up in small towns across South Dakota and Wyoming, where everyone knows everyone, has shaped my attitude and expectation that my "word is bond." As a husband and father of two young boys, I guide my family with that same mantra and what it stands for — loyalty, honesty and accountability. When I am not working, I enjoy playing outside in the sun (when it's around) with my boys, playing video games, and watching sports (Go Pack Go!).
Areas of Focus
Superior customer service
Improving efficiency
Improving proficiency
Education & Credentials
Bachelor of business management finance from Park University.
Personal Interests
Sports
Playing with my kids
Video games
Landscaping and gardening