I grew up in Roseau, MN, which is near Lake of the Woods and 10 miles from the Canadian border. From a young age, I’ve always had an interest in investing, which stems from my father’s influence with his careers in banking and insurance.

I graduated from Bemidji State University with a bachelor’s degree in business finance. I started with Edward Jones in 2012, working out of our Arizona home office location. In 2013, I moved to Forest Lake to start my career as a financial advisor, where I opened my office. I became a limited partner with the firm in 2019.

My branch office administrator, Wendy Gartner, is very committed with providing the highest level of client service possible. Wendy is a tremendous asset to our office.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals. In addition, we will work closely with your attorney, CPA and other professionals.

As your financial advisor, I will assist you in making very important financial decisions. I feel it’s important that we get to know you. We’ll look at your present situation and where you would like to be. The old adage, “one size fits all” does not apply to my clients. Your financial strategy will be tailored to you. Feel free to reach out to us so that we can help you reach your financial goals!

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Hunting
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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