I work as a Infinex Financial Advisor with Alerus Financial in Grand Forks, ND. I specialize in assisting clients with holistic financial planning focusing in the areas of retirement planning, investment management, estate planning, risk management, and insurance planning. I work closely with clients to determine goals, implement financial plans to achieve those goals, and monitor the plan on an ongoing basis. I enjoy creating long term relationships with clients and helping them be prepared for any financial implication that can arise throughout life. I joined Alerus in May 2019 and have over 9 years of experience in the financial services industry. I hold a Chartered Financial Consultant ChFC® designation through the American College of Financial Services. I am FINRA Series 7 and 66 securities registrations. I am also currently working on obtaining the Certified Financial Planner (CFP) designation.
Listed skills include Databases, Event Marketing, Database Analysis, Database Development, and 38 others.