I began my career as an Edward Jones advisor in early 2008. Over the past 13 years, our practice grew while partnering with business owners, families and nonprofit organizations. Our goal is to build personalized strategies around retirement income and legacy strategies. I work with clients on dividend income strategies for retirement to help preserve assets while keeping clients informed on market volatility.

I've always had an interest in finance and solving complex situations. I believe through education and working together, we can help serious, long-term investors start or continue down a path of financial success while partnering with them through all life events.

A native of Owen, WI, I hold the AAMS® designation and earned a double major in business management and marketing from the University of Wisconsin-Superior. I grew up helping out our family steel business near Withee, WI with my parents, three sisters and brother.

My wife, Raquel, and I have three children: Rebecca (8), Claire (6) and Alex (4). We live in Afton, MN along with our lab mix, Sunnie. We enjoy spending time at local state parks, trying out new restaurants and spending time with family and friends. I've always enjoyed playing sports and continue to play golf, racquetball and summer softball. I've been on the regional leadership team since 2011 helping branch teams through mentoring and training.

Branch Office Administrator Mary McGaa lives with her family in Lake Elmo, MN. She has a daughter and a son in college, and a son who is a senior at Woodbury HS. Mary has many years of experience with the Aviation Administration and enjoys activities including tennis, hiking/camping and traveling.

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Traveling
  • Fishing

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 - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

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