The year 2020 marks my 18th year as a financial advisor with Edward Jones. I became a limited partner at Edward Jones in 2011.

My sr. branch office administrator, Debbie Ellstrom, has been with Edward Jones 17 years. She is dedicated to providing you with the highest level of service possible and has a sincere desire to know you and your needs.

Before coming to Edward Jones, I worked closely with meeting planners to plan, design and execute successful corporate meetings at a large resort in central Minnesota. Many of the same skills for designing and directing a successful corporate meeting apply to a successful financial strategy.

We will partner with you to understand what is important to you. We will establish a personalized strategy to reach your important financial goals. We will regularly meet to help ensure you stay on track.

In order to better serve my clients, I have obtained the Certified Financial Planner™ and Accredited Asset Management Specialist™ professional designations.

The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

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.

In addition to my CFP® and AAMS® designations, I also hold my Series 7 and Series 66 registrations and Life and Health Insurance licenses.

I look forward to helping you achieve your financial goals. Let's start the conversation today at 218.829.5752.

My Personal Interests

  • Golfing
  • Traveling

Office Information

Mailing Address

P O Box 2780 Baxter, MN 56425

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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