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🎓 Happy National 529 Day! Planning ahead for education can make a big difference for your family’s future. A 529 plan is a flexible, tax-advantaged way to save for college and other qualified education expenses. If you have kids or grandkids, now is a great time to start the conversation and take a step toward their future.

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Our office will be closed in observance of Memorial Day on Monday, May 25th. We will reopen on Tuesday, May 26th.

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Today is the day 10-4 MT Open House in Killdeer. Stop in and say hi!

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Tuesday, May 12th Open House in Killdeer. Stop in and say hi!

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I had the opportunity to attend the Exit Planning Summit in Nashville a few weeks ago. Great conversations and valuable insight around succession planning, business exits, and helping owners plan intentionally for what’s next.

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Missed our Dickinson Party? How about you make it to our Killdeer Shred Event & Open house?

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Don't forget to stop in our Dickinson office Thursday! We are having a Party!! Don’t forget to tell your friends. Cannot make this party? May 12th Killdeer is having a shred party and open house.

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I am honored to announce I have received the 2025 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to my clients for using their generosity to make the change that matters most. Join me in celebrating my fellow financial advisors who were honored and read the full news article announcing this year’s honorees: thriventcharitable.com/2025-VIPs.

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Party at our Dickinson Office!! Don’t forget to tell your friends. Cannot make this party? May 12th Killdeer is having a shred party and open house.

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Our office will be closed on Good Friday, April 3. We will reopen for normal business hours on Monday. Wishing everyone a peaceful and reflective Good Friday. ✨

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