Choice Wealth > Wealth Team
With Matt, you’ll have a dedicated advisor with several years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed with the goal to grow and manage your wealth.
More About Matt
Areas of Focus
How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.
Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.
Feel confident in your strategy and receive insight into alternative approaches of which you may not otherwise have been aware.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.
Save, invest, and pass on wealth to the next generation. I will help you write a life insurance contract focused on your financial legacy goals.
More About Matt
As a former teacher and coach, Matt has applied a more holistic approach to investments in his past 7 years in the industry. Matt always tells his clients to “Know what you own and why you own it”; and he frequently employs it to formulate and follow processes that create full experiences for his clients.
Matt holds his series 7, 63, and 65 registrations through LPL Financial, as well as Health and Life insurance licenses.
Married with 3 kids, Matt enjoys coaching his son’s baseball team, attending sporting events, golfing, and lake life. But most of all he just loves to entertain his kids.
Outside of work, I enjoy most athletic events, particularly golfing. I also enjoy spending time with my family and traveling with friends.
Left to right: Carrie Warren, Robin Dubuque, Mike Bindas, Patrick McIntyre, Jake Preston, Michelle Christensen, Matt Bowar, Morgan Jacobsen
Mike “Bindi” Bindas brings over 30 years of experience to his work. He studied at North Dakota State University (and played basketball too) and started his career in the financial service industry right out of college. Today he serves as advisor and program manager for the wealth management group. Whether it’s institutional investing, retirement or personal financial planning, his mission is the same: to provide the best-personalized service, to offer clear and straightforward advice, and to develop long-term relationships so he can effectively advise his clients on the financial matters that face them throughout their lives.
Mike holds his series 7, 63 and 65 registrations, through LPL Financial, as well as Life and Health insurance licenses. Over the years, his experience in investing has taught him this: take time to know and understand what you are investing in, and the risks involved in those investments.
Outside of work, Mike enjoys most athletic events, particularly golfing. He also enjoys spending time with his family and traveling with friends.
Patrick has been helping clients pursue financial confidence since 1993. He graduated from North Dakota State University and has extensive experience creating and communication well-thought-out financial plans.
Patrick specializes in these plans, including retirement income planning, portfolio analysis, risk management and tax planning strategies.
Outside of work, Patrick enjoys fishing, biking, skiing and hiking with his family – his wife Kathy and their sons Jeremy and Matt. Patrick also enjoys investing in the Community and is committed to several charitable and civic organizations.
LPL Registered Sales Assistant
In the almost 20 years that Robin has worked with Mike and the team, she has striven to earn her clients’ trust by understanding their goals and needs to build their wealth through effective investments.
Robin holds her series 7, 6, and 63 registrations, through LPL Financial, as well as Life & Health insurance licenses.
Outside of work she enjoys spending time with her family, friends, and horses. She enjoys hiking, photography, and hanging out on the family farm.
Associate Wealth Advisor
Jake passionately works to help individuals and businesses pursue all aspects of their financial goals with personalize service and attention to detail.
After graduation from the University of North Dakota with a degree in Banking and Finance, Jake started his career in financial services with Choice Financial as an Ag & Commercial Banker. Jake holds his Series 7 and 66 registrations through LPL Financial.
Outside of work, Jake enjoys spending time making memories with his family and friends. He is an avid golfer, he also enjoys spending time at the lake, traveling and anything outdoors.
Client Services Associate
Michelle leads the operations in our Fargo office. At works she is driven by building strong personal relationships with clients. Having the joy of working with families towards the goal of growing, and attaining retirement goals is just a bonus.
Michelle has been with Choice Wealth since 2013. With a strong history in banking and customer service, assisting individuals with their investment and retirement needs was an easy transition. Michelle prides herself in learning the ins and outs of every aspect of the industry.
Outside of work, Michelle enjoys spending time with her husband, Bryan and chasing their daughter, Blakely around. In her free time, Michelle enjoys taking walks with her Silver Lab, Ellie, gardening, reading, traveling and spending time with family and friends.
Client Services Associate
Carrie fulfills our client service role by meeting the clients needs; through building relationships, forward progress thinking, and working together to make everyone successful. Carrie enjoys tapping into everyone’s full potential to see the individual, team and company exceed.
Carrie joined Choice Wealth team in June 2022, working with clients to reinforce their decision to trust Choice with their financial needs. Coming with a wide knowledge of customer service from wearing many hats, she brings excellence to the team with her personal connections, building relationships with not only clients but businesses as well.
Outside of work, Carrie enjoys spending time with her husband, Matt, and three kids: Cooper, Chloe and Kennedy. Carrie enjoys many outdoor activities, including going to the lake and gardening and loves experiencing new places, traveling with family and friends.
Client Services Associate
Morgan provides the Fargo team with her excellent customer service skills. She makes sure customers feel welcome and are at the right place for help with their financial needs. Morgan enjoys seeing people come and go with a smile knowing they are in the right hands. Morgan can always assist you with any questions or lead you in the right direction for great help.
Morgan graduated from North Dakota State University in 2020 with a degree in Finance. Morgan started her career in banking. She then joined the Choice Wealth team in 2022.
Outside of work, Morgan enjoys spending time with her friends and family, going to the lake, reading, traveling, fishing and going to her family farm in Luverne, ND, and chasing around her disobedient 1 year old gold retriever, Lady.