Fascinated with how investments worked at a young age, I asked for "stock" for Christmas when I was 16. Santa came through and delivered one share of Anchor Hocking (a glassware company). I never became wealthy from that investment, but it kicked off a passion for understanding how the financial markets work (I do kind of wish Santa had brought one share of an upstart called "Apple", however!).

Whether your goal is to retire early, educate your children, manage your income in retirement or save money on taxes, I will work with you to understand what is most important to you, use an established 5-step process to build personalized strategies and partner with you throughout your life to help you stay on track. I am known for my ability to simplify clients' financial lives by helping them consolidate accounts if appropriate and keeping them informed so they understand their financial strategy. I love working with people all over Minnesota, but I especially love working with my neighbors in Apple Valley, Eagan, Lakeville and Rosemount. And if you've worked at Northwest Airlines, Thomson Reuters or Ecolab, there is a good chance our paths have already crossed!

Family and friends are very important to me. Shelly and I have two amazing kids. Tim has wrapped up his hotel, restaurant, tourism degree from UW Stout. Sarah will soon be a biochemistry grad from ISU. Domestic or international travel with family or trivia night with friends are special times for me.

Giving back to Edward Jones and my community is very important to me. Due to my success and leadership skills, I have been asked to serve as the field trainer leader for my Edward Jones region. In the community, my wife and I volunteer through 360 Communities.

Jenny Hennes (my branch office partner) and I would love the opportunity to meet you, if we haven't already. If there is anything we can do to help you make great financial decisions, we'd be honored. We hope our paths cross soon.

Focus areas

  • Employee Stock Options
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Divorce Finances

My Personal Interests

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

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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