I believe it's important to invest my time to fully understand what you're working toward before you invest your money. Then together, we'll determine the right financial strategies for you and your family to meet your goals, whether it's saving for retirement, education or what's most important to you.
My Edward Jones career began in March 2019 as a financial advisor in Plymouth, MN. Previously, I worked 14 years as a financial advisor with Thrivent Financial and five years as a small business owner. Both of these opportunities provided me with a wealth of experience to better serve you.
While growing up on a small family farm in Iowa, my father instilled in me how important financial planning is needed to run a farm. His values and ethics guide me to this day.
I've been a Minnesota resident since 2016. I live in Plymouth, where Kathy and I enjoy bicycling, skiing and hiking, which have taken us to various locations such as participating in the Register's Annual Great Bicycle Ride Across Iowa (RAGBRAI). My son, Tyler, lives in Seattle, WA.
As branch office administrator, Jenn has more than 20 years of experience with Edward Jones and is dedicated to providing you the highest level of service. Please feel free to call her if you would like to schedule an appointment. I recognize the challenging needs of your life, and I have a variety of appointment times and means available to accommodate your needs.
I look forward to the opportunity to learn what's most important to you, so I can help you reach your financial goals and dreams.