As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

I began my Edward Jones career in 2006 as a financial advisor in Monticello, MN. In 2010, I was invited to become a limited partner with Edward Jones and a General Partner in 2019. My college education was completed at the University of Minnesota, Twin Cities, where I graduated in 2004 with a bachelor’s degree in economics.

In 2012, I obtained the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

It is important to me to make a meaningful difference in my community in and outside of the office - serving as chairman of our Board of Deacons at our Church, past president of our Monticello Rotary Club and taking an active role in the Monticello High School Interact Club.

I have been married to my wife, Angie, since 2004 and together, we have four awesome kids. The kids are active in football, soccer, cross country and basketball and live for getting up to the cabin near Nisswa, MN.

Shannon serves as Senior Branch Office Administrator in our office and is dedicated to providing you with the highest level of service. Please don’t hesitate to call on her with any questions you may have.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Office Information

Mailing Address

P O Box 1624 Monticello, MN 55362

Office Hours

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

Branch Team

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