As an Edward Jones financial advisor in Fergus Falls, MN, I partner with Lory in seeking to understand your financial needs. We partner with you to find achievable solutions - if you spent more time last year planning your vacation than planning your retirement, now is the time to take action. You can do both, I can help you determine what you should save for retirement as well as enjoying today.

A little about me – I attended The University of North Dakota graduating in 2002 with a bachelor’s degree in accounting. My spouse, Tracy, and I have been married since 2000, and we have four children, three daughters and one son. I grew up on a farm north of Wheaton, MN. I am an active member of the community, volunteering as a religious education teacher. My favorite past times are watching the kids sports (swimming, basketball, baseball, football and track), spending time at the lake and hunting.

If you are just starting out investing, nearing retirement transitioning from saving to spending, or anywhere in between, I can help. We'll sit down, discuss your current situation and look at a solution tailored to you. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Traveling
  • Outdoor Enthusiast
  • Board Games

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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