Why You Never Stop Learning in This Business

When I first entered the financial industry, I thought learning had an endpoint. Get licensed. Pass the exams. Learn the products. Once you had experience, the rest would take care of itself. It did not take long to realize how wrong that assumption was. This business changes constantly, and staying still is the fastest way […]
What My Clients Have Taught Me About Trust and Responsibility

When I first started in the financial business, I thought trust was something you earned by knowing the numbers. I believed that if I worked hard, passed the right exams, and gave good advice, trust would naturally follow. Over the years, my clients have taught me that trust runs much deeper than that. It is […]
How a Small-Town Kid Built a Big Life: My Journey From Sleepy Eye to Helping Families Succeed

Growing Up in a Small Town I grew up in Sleepy Eye, Minnesota, a place where everyone knows your name, where sports bring the town together, and where hard work is simply expected. Life was simple, but it taught me lessons that stayed with me long after high school. I spent my days playing football, […]
My Biggest Influence: Lessons My Mom Taught Me About Integrity and Helping Others

When people ask me where my drive comes from or how I built my career in the financial industry, I always think back to one person. My mom, Laurie. She has been the steady force in my life from the beginning. She taught me lessons long before I ever stepped into an office, picked up […]