I began my career as a financial advisor with Edward Jones in 2002 in Mankato, MN, and became a limited partner in 2011. I have more than three decades of experience in the financial industry, including TCF Bank and US Bancorp Piper Jaffray.

I attended Mankato State University, earning bachelor's degrees in accounting and finance. In addition, I received the Accredited Asset Management Specialist™ professional designation in 2006. The College for Financial Planning® awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

As an Edward Jones financial advisor, I believe it's important to invest time in understanding what goals my clients are working toward before investing money for them. Working closely with my clients' CPA, attorney and other professionals, I determine the most appropriate financial strategy and put together a personalized retirement savings strategy unique to each of my clients. I deeply value the personal relationships I develop using this solutions-based, tailored approach. Along with my Branch Office Administrator, Debbie, we are dedicated to providing the highest level of client service possible.

I am an active member of the community. I became a Rotarian in 2003, am a past president and Foundation Team Leader of the Greater Mankato Rotary Club, past Rotary District 5960 District Governor, Paul Harris Fellow and Major Donor. I am a former board member of the Leave-A-Legacy organization and the Mankato Symphony Orchestra.

I have been married to my wife, Jill, for almost 25 years. She and I, along with our two sons, continue to enjoy calling the Greater Mankato community our home.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Reading
  • Movies & Entertainment

Office Information

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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