My goal is to provide clients with comprehensive financial strategies to help them meet their long-term financial goals.
As an Edward Jones financial advisor, I will work to understand what is most important to you – carefully listening and learning about your goals, values, attitudes, time horizons and risk tolerances. I serve others with integrity and mutual respect, and I am firmly committed to long-term, meaningful relationships.
I use an established process that allows me to build the personalized strategies needed to help you meet your financial goals. You will find that I am thorough in finding appropriate solutions to help you meet your goals and am very passionate about helping you understand how your plan is designed to help you complete these goals.
I will partner together with you and your family throughout your life. We will continue to revisit your priorities and life events and make adjustments to help keep you on track and feeling confident and comfortable.
At our branch, we are focused on you. To provide an improved value for my clients, I attained the CFP® professional certification in 2018. I am proud to combine this certification with the outstanding resources of Edward Jones. Our firm has thousands of people and advanced technology built specifically to support both our clients and financial advisors. As a long-standing, nationwide firm, we work to keep your interests first and bring you the high level of service you deserve.
Outside my office, my wife, Kia, and I have three wonderful children, Kallen (16), Mira (13) and Stanton (10). Our family's mission is to be kind, live actively, laugh and make the world a better place – our efforts and time are spent accordingly. Finally, I enjoy those precious family moments, as well as fitness, following sports, fishing, volunteering at our church and attending Mensa activities.
Focus areas
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
- Socially Conscious Investing
- Insurance & Annuities
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Traveling
- Fishing
- Football
Personal Interests
- Spending Time with Family
- Personal Fitness
- Traveling
- Fishing
- Football
Office Information
Office Address
875 Meander CtMedina, MN 55340 opens in a new window
Phone Number
Brandon Prell at (763) 478-9100Branch Team
- Lori Arne
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Lori Arne
- Sr. Branch Office Administrator
Branch Team
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