My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help. With deep resources, I also focus on business retirement plans focused on improved and meaningful outcomes for the employees of the organization.

I began my career with Edward Jones in 2007, experiencing the Great Recession of 2008 and 2009 and helping guide my clients through the most difficult investment environment since the 1930's. I became a limited partner with the firm in 2015.

A graduate of SCSU, I hold a bachelor's degree in economics. I am accredited by the College of Financial Planning as an Asset Management Specialist (AAMS®) *.

My wife, Michelle, and I have three children. I have lived in Little Falls since I was 12 years old when my parents, my sister and I moved from Valley City, ND. I love the community and have been involved in many organizations including:

-St. Gabriel's HealthCare Foundation, current board member and Chair
-Kiwanis of Little Falls, current board member, past president
-LF Catholic Education Foundation, current board member
-LF Education Foundation, current board member
-Morrison County Food Shelf, past board member and president
-Morrison County Area Foundation, past board member
-LF Area Chamber of Commerce, past board member and Chair
-Habitat for Humanity of Morrison County, past board member and president

I am honored to be a recipient of the Chamber of Commerce Volunteer of the Year Award in 2017.

Helping others is second nature to me. I feel blessed to help my clients with one of the most important aspects of their life.

*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.

Office Information

Office Hours

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

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