I joined Edward Jones because I appreciated the culture and environment they created for their clients and their employees. We want our clients to live better than they thought they would live. We strive to have meaningful relationships with our clients to understand what is important and understand their definition of complete wealth management. We partner with people with a purpose.
You need to feel understood, informed, in-control, secure and confident in your strategy. I enjoy working with CPAs and attorneys to determine the most appropriate financial strategy for you and your family. There are three things I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy; what to expect from it; and how much it's going to cost.
I graduated from St. John's University with a bachelor's degree and from the University of St. Thomas with a master's degree in business.
My wife, Amy Jo, and I have four children, Eli, Abe, Solomon and Kate. My wife and I both grew up in Owatonna and moved back in 1997 to raise our children near our family.
I am the past president of Early Edition Rotary club, a volunteer with Junior Achievement, BBBS and the school district, chair of Patriot Skies 4th of July fireworks committee, and past chair of the Public Policy Committee for the Chamber of Commerce. I also served on the executive committee of the United Way. I am fortunate to be able to serve our clients and the Owatonna Community.
Tracy Chadderdon joined the team in November of 2019 and has many years of experience working with clients in the Owatonna area.
If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, personalized service and one-on-one relationships. Plus, the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term goals.
Give us a call or stop by our office in downtown Owatonna.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- History and Museums
Office Address143 W Bridge St
Owatonna, MN 55060 opens in a new window