As an Edward Jones financial advisor, I believe it's important for me to understand what is important to you. I work closely with clients, their CPA's, attorneys and other professionals to develop a custom financial strategy for you and your family. We will use a well-established process to achieve your personal goals, whether they include building a sound retirement strategy, saving for college, planning your estate or purchasing your dream lake home. We partner with you over your lifetime to help monitor progress and help keep you on track.

I began my career with Edward Jones in January 2008, when I was hired to establish our office located in the beautiful community of St. Charles, MN. Prior to coming to Edward Jones, I was the vice president of a small community bank in Southern MN. I bring many years of varied financial experiences to assist my clients in establishing a better financial future for themselves. I became a limited partner with Edward Jones in 2015.

I grew up on a farm in the Kasson-Mantorville, MN area and have lived in small town Southeast MN for most of my life. I have been married to my "school-teacher" wife, Julie, for 32 years. We have been blessed with our three adult children, Elizabeth, Ben and Luke, a son-in-law, Jordan, and our new pride and joy, our grandson, Jameson. We love to travel, spend time outdoors hiking and being on or near the water.

The other half of our team here in St. Charles is Mandi Haag, the senior branch office administrator. We have worked well together as a team since day one of opening our branch office in St. Charles. Mandi also comes from a financial services background and really knows how to treat our clients well, giving the highest degree of service you deserve.

We celebrate our client successes and feel pain during times of loss. The people are the reason I love my career with Edward Jones. Doing the right thing for our clients is the only way we know how to run our business. Your concerns are our own.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies
  • Portfolio Reviews

Office Information

Office Hours

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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More