I've spent more than 35 years in the financial services industry serving clients, many of whom have become great friends. My focus is educating clients about the importance of financial planning and helping them work toward their goals. At Midwest Wealth, we strive to find a balance of living a full life in the present, but also providing for a potentially long future. In addition to working directly with business owners and individuals over the years, I have taught numerous business courses, including graduate finance classes at the University of Mary – Fargo Center.
Outside of work, I enjoy playing guitar, spending time with my grandchildren, and watching many sports. My wife, Shari, and I were high school sweethearts and married in 1983. Our son, Steven, is a pastor, our daughter-in-law, Sarah, is a talented musician (who works with me!), and our much-younger son, Isaac, is a student and a gifted guitar player. We are very blessed.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.