For over 21 years, I have been working with families and business owners to understand their unique financial goals. That’s why providing personalized strategies for you is a process I take seriously. Working closely with your CPA and your other trusted professionals, I can help determine the most appropriate financial strategy to reach your goals, such as planning for retirement, leaving a legacy for heirs, creating a regular flow of income or reducing taxes.

I grew up in Yankton, SD. After high school, I attended the South Dakota School of Mines and Technology and earned a Bachelor of Science degree in chemical engineering.

After graduation, I went to work in the chemical industry in Texas. My experience as an Edward Jones client led me to pursue my dream of working in financial services. In the year 2000, I made a leap of faith and joined the Edward Jones family. I was given the opportunity to move back to the Midwest and open an office in Dakota Dunes, South Dakota. I became a limited partner in 2003 and earned the CFP® professional designation in 2012.

My business has grown tremendously over the years and I have qualified to attend Edward Jones' annual Managing Partners Conference, an honor reserved for the firm's top 400 financial advisors. This years' conference will be my seventh consecutive year as a qualifier. Because of this growth, I have invited another financial advisor to join me and help better serve clients.

My wife, Cheryl, and I have two daughters, Lauren and Taylor. I enjoy being involved with activities outside of the office and currently serve as the past president of the Dakota Dunes Commercial Association and as a member of the Saint Teresa finance committee.

My senior branch office administrator, Teresa Swaney, has over 21 years of experience as she has been with me since day one. Cindy Murphy has also been part of our branch team for over six years. They are dedicated to providing you with the highest level of service possible.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More