My Passion: Intergenerational Wealth Strategies. I have over 18 years of experience in helping families prepare for their children's education, for a work-optional life and prepare for their legacy, so they can leave a footprint by passing on their wealth to the people and places they love.

My Process: I will work with you to understand what is most important to you. I will learn how much risk you're willing, or not willing, to take to achieve your financial goals. I will work with you to create a personalized strategy to help you reach your goals. If in our initial appointment we find we are a good fit for each other, we will partner throughout your lifetime to help keep you on track to reach your most important goals. If we are not the right fit, I will connect you with someone in our network.

My Team: Naomi Jackson has been a part of our team since 2019 and is committed to delivering an ideal client experience by providing all the services that make doing business with us safe, easy and efficient. She will greet you on the phone or at the front door of our remodeled 1900s home-turned Edward Jones office, and make you feel right at home.

About Me: I've been with Edward Jones since 2004 as a financial advisor. In addition, I serve as our region's culture of compliance leader and firm's visiting vet, helping train newer financial advisors. I was named an Edward Jones limited partner in 2011. I'm married to a dedicated and loving firefighter, forester and father to our two young children. We feel blessed to enjoy so many outdoor activities and thrive Up North.

Having completed my CFP®, ChFC®, and AAMS® designations, I am passionate about teaching and serving others. I am an adjunct professor, teaching college business, leadership and financial planning courses, and I own two LLCs, which helps me to relate to my business owner clients.

We are passionate about the work we do. Contact our office at (218) 326-8100 to see if we can help you with your situation.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Music
  • Health & Nutrition
  • Antiquing
  • Walking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 03:30PM
Tue 08:30AM - 03:30PM
Wed 08:30AM - 03:30PM
Thu 08:30AM - 03:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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