Our "Why"... I began my career with Edward Jones in 2012 and love partnering with my clients to help them towards their goals. What I enjoy the most is getting to know my clients on a deep level and hearing about their dreams, which often are not financial.

How We Partner with Our Clients...Before you can begin working toward achieving your financial goals, you must first define what's important for you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? We can help you prioritize your needs and define your goals. Relationships are key, and in our view, meeting face-to-face (either in our office or virtually) builds strong relationships. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

The Clients We Serve...I enjoy working with people that are nearing or are in retirement. My value is in helping with developing income strategies for retirement.

Our Team...Building relationships is key to our branch and I'm pleased to partner with like-minded staff, Rebecca Bell and Lisa Woletz. As Branch Office Administrators, each of them focuses on different areas of the client experience and both are equally dedicated to offering the highest level of service.

On a Personal Note...My wife, Jessica, and I have lived in the St. Croix Valley for more than 25 years. Our sons, Chase and Landon (aka Beano), are active in both baseball and hockey and as a family we enjoy sporting events and traveling. I am also honored to serve on the board of directors for the River Falls Sunshine Fund, where we focus on providing support to families within our community going through difficult times.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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