For over 22 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 certification 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 was my eighth consecutive year as a qualifier. Further, I reached another milestone by being named to the 2022 Barron's rankings of America's Top 1200 Financial Advisors (Source: Barrons.com – March 2022). Because of this growth, I invited two additional financial advisors to join the Dakota Dunes office to help better serve our growing client base.

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 a board member of the Dakota Dunes Commercial Association.

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 eight years. Trina Joines joined our team as a branch office administrator in 2021. They are dedicated to providing you with the highest level of service possible. Please contact our office to learn how we can serve you and your family.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Charitable Giving

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

Additional Hours

  • Web Conferencing

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Branch Team

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