As an Edward Jones financial advisor, I believe it is important to understand what is important to you before you invest. I use an established process to help you develop a personalized strategy. Working closely with your CPA and estate attorney, I can help you determine the most appropriate financial strategy for you and your family. We will then partner together throughout your life to help ensure you stay on track toward reaching your goals.

I joined Edward Jones as a financial advisor in 2006. I open the firm's fourth branch office in Red Wing, MN. I have received several awards in my years with the firm including: Ted Jones Prospecting Award, 2008; AF McKenzie Award, 2009, 2010; Partnering Award, 2008; Regional Leader Award, 2008; Winner Circle Award, 2009; Field Trainer Award, 2010; Century Award, 2012; Ted Jones Entrepreneurial Achievement Award, 2011, 2012, 2013; Jim McKenzie Award 2014, 2015, 2016, 2017; Frank Finnegan Award, 2018 and 2019.

I earned my bachelor's degree in business from the University of Minnesota - Twin Cities. I earned the CFP® designation in 2010. I am a mentor and coach for new Edward Jones financial advisors.

I reside in Red Wing with my wife and kids. I am an active member in Toastmasters, Knights of Columbus and Chamber of Commerce. I currently sit on the Red Wing Family YMCA's board of directors.

Emily Schmidt is my branch office administrator. She joined me in June of 2017. Emily is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her if you need something or have questions concerning your account in general.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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