During my senior year in high school, I was asked what I wanted to be remembered for in life. I said, "To be a leader and great golfer." I feel fortunate I can play some decent golf every now and then, but my other passion is to make a positive impact on people's lives.

Becoming a financial advisor with Edward Jones has allowed me to be a leader within the communities I serve.

I was first introduced to Edward Jones in 1993 when my father became a financial advisor for the firm in Thief River Falls, MN. He taught me the importance of building a business with integrity, treating all clients fairly and with the utmost respect.

My philosophy is to be forthright and pragmatic, and to provide a long-term strategy that has been well thought to help you reach your goals. I enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance.

I emphasize making the complex simple, so my clients feel confident in their strategy. I partner with them to define their goals, gather information and design their personalized strategy. By communicating regularly, that partnership helps keep client's goals on track, even during uncertain markets.

Three things I strive to provide and discuss with my clients are:
- Education about risk, and what this means towards investing and how this aligns with their goals.
- A clear explanation of the investments I recommend.
- Transparent explanations of costs, and what options are available to them when choosing to do business with Edward Jones.

Outside of the office, I pursue volunteer activities to give back and promote local business within our communities, including:
- I94 West Chamber of Commerce: Member, Board of Director, Golf Tournament Committee
- Rotary International Member, St. Michael, MN: President 2021-2022

Do you know how much money you need to retire comfortably and stay comfortably retired?

If not – let's visit.

Connect with me on LinkedIn and Facebook.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Golfing
  • Pets
  • Cooking

Office Information

Office Address

1 Central Ave W Suite 204 St Michael, MN 55376

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 09:00AM - 06:30PM
Wed 08:30AM - 05:00PM
Thu Closed for Holiday
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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