As an Edward Jones financial advisor, I serve you, the individual investor or small business owner, with goals to attain what you determine to be your personal level of financial independence. Together with your team of professionals, including your CPA and attorney, we determine the most appropriate financial strategy for you and your family. The strategy is based on your specific goals and personalized so that I can partner with you throughout your life.
In 2007, I began my Edward Jones career in south Minneapolis and eventually opened an office in my hometown of Bloomington, Minnesota. After years of building and operating a successful practice, I became a limited partner of the firm in 2014. In 2016, I relocated my branch to Edina, where I now serve clients across the Twin Cities area, outstate Minnesota and across the United States. My clients know that if something should take them out of state, we will continue working together to achieve their long-term goals.
My wife, Rebecca, and I live with our two sons in south Minneapolis, a place we have called home since 2002. I graduated from the University of North Dakota with a bachelor's degree in economics. During my career in computer-based testing, I earned a Master of International Management with a focus on finance from the University of St. Thomas. Since becoming a financial advisor, I have added the AAMS® and CRPC® designations from the College for Financial Planning.
My branch office assistant, Lori Hinrichs, joined Edward Jones in 2011 and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, online access or our video conferencing capabilities.
Lori and I love what we do and truly enjoy the highly personalized service we are able to provide! I look forward to meeting you and your family.
- Estate & Legacy Strategies
- Charitable Giving
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
Phone NumberBrian W Benz at (952) 920-2400
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