I grew up in White Bear Lake and, other than travel, never made it too far out of town. I live in Woodbury with my two daughters, both of whom I could not be more proud. Each of my parents ran successful businesses prior to their retirement, so I had a great wealth of experience upon which I could draw to chart my own path. Having entrepreneurs as role models showed me the value of hard work and dedication but also the importance of building and creating things. I chose a career that allowed me to pursue not only the things for which I seemed to be best suited but, fortunately, the things which give me the most joy: solving problems and developing meaningful relationships.

Much of my roughly 17 years with my last firm, where I was a branch manager, was spent doing exactly that – creating solutions and helping people for whom I have developed a genuine concern. It is vital to my version of success to have a deep understanding of what is important in the lives of my clients – their needs, wants and fears. With about 20 years of managing wealth for a broadly diverse group of families, I have encountered many of the potential financial "events" that you may face, giving me the ability to act as the seasoned steady hand that is able to clearly see the way through. Besides helping my clients, my duties included monitoring the businesses of eight different representatives – assuring compliance with industry regulations and that their activities were consistent with the goals of their clients. I earned a Bachelor of Science from the U of M Crookston, majoring in business management. I hold series 6, 7, 24 and 63 registrations.

Dawn Brown Cook, Senior Branch Office Administrator for our branch, is here to help with administrative questions, scheduling appointments and the day-to-day operations of your account.

I look forward to becoming a trusted member of your team and helping you achieve your goals.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More