I help individuals, families, and business owners take the guesswork out of their money so they can focus on living their lives. As a Certified Financial Planner™ professional, I look at the big picture—combining smart investment management, proactive tax planning, and business retirement solutions like 401(k) and SIMPLE plans into one clear, cohesive plan. My goal is simple: to help you make informed decisions, keep more of what you earn, and feel genuinely confident about your financial future.
I see financial planning as an ongoing relationship, not a transaction. Money can feel personal, complex, and sometimes stressful, which is why I prioritize clear communication, total transparency, and practical solutions. Whether we are building a growth-focused portfolio, minimizing taxes, or preparing your business and family for the long run, you get an independent partner dedicated to doing what is right for you.
When I’m not working on financial strategies, you’ll usually find me spending time with my wife, Abbey, our two kids, Ella and Vance, and our dog, Ollie. I love spending time outdoors, traveling, staying active in our local community, and cheering on the Minnesota Vikings, Timberwolves, Twins, and NDSU Bison football.
When you’re ready to take the next step toward a clearer financial plan, I’m always here to help.
IMPORTANT CONSUMER INFORMATION
Invest Forward does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. This site is for informational purposes only and is not intended to be a solicitation or offering of any security.
The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
PLEASE NOTE
The financial advisors of Invest Forward offer securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/ SIPC, a Registered Investment Adviser. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Bank Forward and Invest Forward are not a registered broker-dealer or Registered Investment Adviser. Bank Forward and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered through CES Insurance Agency.
Check the background of this investment professional on FINRA’s BrokerCheck.
Commonwealth’s Form CRS: Client Relationship Summary
Bank Forward and Commonwealth are engaged in a referral arrangement where Bank Forward refers potential clients to Commonwealth. Bank Forward receives a percentage of the commissions and fees, as applicable, received by Commonwealth resulting from these referrals. In instances where the Advisor is also an employee of Bank Forward, Bank Forward receives a substantial percentage of such fees and commissions. These payments create a financial incentive for Bank Forward to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Bank Forward is not a client of Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search them wherever local businesses are reviewed.