Whether you're planning for retirement, living in retirement or just trying to protect your financial future, we will work together to build a strategy that is personalized to you. As life changes, we will monitor your strategy, and make adjustments to help keep you on track. We're dedicated to providing you with top-notch service.

I began my Edward Jones career in 2009, but my interest in helping people began years before that. As a child, my mom regularly brought me along to meetings with her financial advisor. I was lucky to reap the benefits of the work they did together, creating a fund for my college education. Being involved in the process from the start sparked an interest in this career for me and drove me to obtain my degree in applied economics with an emphasis in finance and a minor in marketing from the University of Minnesota. My mission is to help you achieve your goals in the same way my mom’s financial advisor helped her.

In addition to having over 10 years of experience, I have attained the CFP® and a Chartered Retirement Planning Counselor® professional designations. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I am a limited partner with the firm, and I serve in several leadership roles.

My wife, Tina, and I have two daughters, Raegan and Brooklyn. We enjoy spending time with family, and going to Gopher football games.

My branch office administrator, Kaitlin Madej, has over nine years of experience in the banking and financial services industry. Kaitlin, her husband, Ryan, and two kids, Emma and Aidan, live in Ham Lake.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Football
  • Traveling
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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