I joined Sandvold Financial Group in 2021 with a prior background in accounting and banking industries. As a financial advisor, I like to take a comprehensive approach to financial planning, where I thrive in providing custom and multi-strategic plans for our clients while discussing various options that will help them pursue their goals. Being an outgoing people person by nature, I enjoy meeting and getting to know our clients by actively listening to their short-term and long-term objectives. After gathering the pertinent information, I will then put together an inclusive financial plan individualized for each client.
I attended Rasmussen University where I graduated Summa Cum Laude with a Business Management degree. I hold the Series 7, 63, 65 licenses along with Accident & Health, Life, Variable Life & Variable Annuities license. I have also earned the National Social Security Advisor (NSSA) designation, which allows me to provide expert guidance on Social Security strategies.
In my free time, I enjoy golfing, yard work, going to sporting events and spending time with my wife, two kids and dog.