After being a Edward Jones client for many years, I started my career with the firm in 2006 after 14 years working in the Twin Cities' corporate world. My passion is to help individuals, families and business owners develop strategies to achieve their retirement goals and to efficiently pass wealth to their loved ones.

We accomplish this by partnering and planning with our clients and focusing on what's important to them. Areas that we focus on are retirement savings and income strategies, estate and legacy considerations, life insurance and annuity solutions, and college savings.

My wife, Anne, and I have been together for over 25 years and have two children, Jack and Sydney. When not working, I enjoy spending time with my family and attending all my kids' activities, traveling, riding my motorcycle and golfing.

I also believe community involvement is important. I am a past president of the Jordan Area Chamber of Commerce and the Shakopee Winner's Circle Business Network International group. I have also been a member of the Jordan Area Lions since 2008.

Ultimately, my daily passion is to help others achieve their long-term financial goals and my burning desire is to raise my children to appreciate what they have and to make a difference in the world.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Motorcycles
  • Golfing
  • Traveling

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 - 04:00PM
Sat Closed
Sun Closed

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