I joined Edward Jones in 2016 because I agreed with their approach to serving clients. Every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.

I graduated with a bachelor's degree in finance from the University of Wisconsin-Superior in 1998.

My wife, Amy, and I moved back to our hometown to raise our son in the same community where we grew up. Prior to moving back to the area, I was an investment analyst for a private investment firm in the Twin Cities area.

In addition to helping clients reach their financial goals, I am also active in the community. I am a current member (and former secretary) of the Hurley Lions Club, have coached various youth sport teams, am a co-founder of NICER (Northern Iron County Engaged Residents) and serve on the Iron County Board of Supervisors and the Montreal city council as my community's representative.

My Branch Office Administrator, Natasha Guglielmotto, has over 10 years of combined experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key, and in our view, meeting face-to-face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.

One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, preparing for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Divorce Finances
  • Retirement Income Strategies
  • College Savings

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Branch Team

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