I grew up in southwest Minnesota where my parents owned a farm drainage business for 35 years. I have an older brother who was born with special needs and a younger sister that is an independent business owner and married with three children. As small business owners, my parents instilled in me the values of honesty, integrity and hard work. These values continue to define the person I am today and in how I approach working with my clients.

I joined Edward Jones shortly after graduating from St. John’s University in 2007 and earned my CFP® designation from the College for Financial Planning in 2011.

Whether your goal is to retire early, manage your income in retirement, save money on taxes, educate your children or leave a legacy to your family and organizations you care about, I will listen to understand what is important to you, work with you to get your finances organized, and use an established 5-step process to build personalized strategies to help you achieve your goals. What I cherish most about being a financial advisor is the long-term partnership I form with my clients in helping them stay on track as life’s inevitable changes come into the picture.

My passion for serving others has led to numerous awards throughout my career, including recognition for client service excellence. In 2017, I was honored to receive the prestigious Edward Jones Spirit of Caring award, which is voted on by my peers and recognizes financial advisors who exemplify the values, spirit and culture of giving back.

I am fortunate to work alongside my very talented team, Senior Branch Office Administrator Peggy Kunz and Branch Office Administrator Kirsten Wilson. We are committed to providing you the highest level of service.

My wife, Carmen, and I have a daughter, Emma (born 2/12/18) and a son, Isaac (born 11/17/20). We enjoy traveling, hiking, biking, golfing, dining out and spending time with our friends and extended families.

Focus areas

  • Special Needs Financial Considerations
  • Charitable Giving
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Fine Dining
  • Active Lifestyle

Office Information

Office Hours

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

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