Meet the Team

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

  • Certified Financial Planner

    It’s our friends and family that shape much of who we are and how we see the world, which is why those two things are such a big piece of my life. My wife and I moved to the Fargo area in 2017 and since then we have added two great kids to the mix. We love to travel, spend time with family, and enjoy the outdoors as much as possible.

    It probably sounds a bit cheesy, but I truly consider every client a lifelong friend. I take my client relationships seriously and sincerely hope that I can help them achieve whatever dreams they set their sights on as best as I possibly can. Whether it’s spending more time with family, traveling the world, or changing careers to follow their passions, I hope to be with them through it all.

    I try to be as honest and transparent as possible while working through each challenge to come up with appropriate solutions, and my clients can feel comfortable knowing I’m always acting in their best interest. I also understand it’s difficult asking for guidance with finances and it can be one of the toughest things to do, let alone trusting someone to manage those finances for you. But, if you feel like we’d be a good fit I’d love to sit down and go over how we can work together to get you where you want to be.

  • Sales Assistant

    Katelyn grew up in Rugby, ND with her parents and younger brother, later receiving her Financial Services and Banking degree from the University of Mary and her Accounting degree from Dickinson State University. She has more than six years of experience within the finance industry spanning investment sales support and banking. In her spare time she enjoys golfing, playing softball, hunting, and fishing.