Prior to joining this industry, I was in banking and held several positions. As a bank manager in the late '90s, I noticed two things; the stock market had experienced three years of historically higher than average returns and the firm managing our bank’s 401(k) was not calling me to assist me in navigating this historical rise. I decided to take my securities exam and learn for myself what, if anything, I should be doing with my retirement money. After successfully passing my exam, I decided to make a change in careers.
When I stepped into this industry, I joined a firm as a life insurance consultant. It became clear during my life insurance career that Edward Jones thought about their clients differently. After three years of being on the road and having two small children at home, my wife and I decided to make Edward Jones our home.
In February of 2003, we moved our young family to Morris, MN where I continue to practice today. Since that time, I’ve seen several market disruptions. I’m always reminded of “why” I became a financial advisor. I want to help investors navigate the occasional storm, while staying focused on their long-term goals.
Over the years, I’ve developed a passion to work with individuals, small business owners and their employees. We use the established processes at Edward Jones to help our clients uncover and achieve their goals, while working with estate planning attorneys, CPAs, nationally recognized 401(k) providers and life insurance consultants.
Outside of the office, I enjoy spending time with my wife and our three children at the lake, helping friends on their farm and hunting with my sons. We all are fans of Minnesota Wild and the University of North Dakota hockey. We are blessed to be part of such a great community and surrounding counties.
If you have the means and a desire to develop a long-term, big picture financial strategy, I’d be honored to visit with you and your support group to help you develop and execute.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Socially Conscious Investing
My Personal Interests
- Home Improvement
- Sports Enthusiast
Office Address712 Atlantic Avenue
Morris, MN 56267 opens in a new window
Mailing AddressPo Box 378
Morris, MN 56267
Phone NumberKent Swenson at (320) 589-2665
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