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 Senior Branch Office Administrator, Heather, 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, current 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 23 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

Office Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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